How to Pass on Generational Wealth

Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate t …

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen.  

Watch our on-demand webinar, “Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning” featuring Carson Group’s Vice President, Insurance Matt Lewis and Manager & Senior Wealth Planner Tom Fridrich. 

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …

Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. 

Estate planning demands that we confront our mortality. Perhaps that’s why so many of us put the process off and ultimately fail to plan for the future. But the reality is that family estate planning isn’t about you – it’s about the people you love most. Much stands to be gained – or lost – …

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the fut …

By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

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.