There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
You just finished a one-hour meeting at the 56-minute mark. Your next meeting begins in four minutes. As a typical time maximizer, you now have to make a quick decision – what can you accomplish in the next four minutes?
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Abby Meyer, Partnership Manager at Mylo, a Lockton Company, to learn more about understanding your employee benefits.
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.
There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.
The opportunity to have ownership in something can bring with it a sense of pride and responsibility. It’s one of the reasons why many people look forward to buying their first home after renting an apartment, or why that book at the library may have a little more wear and tear than the sam …
Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
