Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Life Goals: Understanding Life Insurance and How it Fits in Your Finances

Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand. 

Financial Literacy Guide

The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.

Teaching Your Kids About Money

Teaching your kids about money early will serve them long into adulthood.   Watch our webinar: Teaching Your Kids About Money with Carson’s Senior Vice President, Financial Planning and Advanced Solutions Erin Wood and Vice President, NextGen & Advisor Development Programs Julie Ragatz, …

Why Do I Need an Estate Planning Attorney?

Is an estate planning attorney necessary to creating a creating an estate plan? Find out whether estate planning without a lawyer is a good idea for your situation.

How to Create an Estate Plan

Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.

What Estate Plan Documents Do I Need?

What documents do you need for estate planning? We’ll cover all the basics you need to know, including how to prepare estate plan documents and where to store your estate plan documents.

Irrevocable Trust vs. Revocable Trust

What are the differences between a revocable trust vs. Irrevocable trust? We’ll answer all your questions, including what is a trust, how trusts are taxed, and which trust is best for asset protection.

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

When Should You Have an Estate Plan?

When should you have an estate plan established for passing wealth to your heirs? We’ll talk about what’s estate planning, who needs estate planning (and when), and what happens if you don’t have an estate plan.

Who Needs Estate Planning?

Ever wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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