Blog

Filter Blog by:

Blog

I Finally Found the ‘Why’ in My Career. You Can, Too.

Published by Grant Nieland, CFP

At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?”

I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, until this position.

Read more

year end planning

Blog

7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

Blog

3 Steps to Financial Independence: Ready Yourself for Retirement

By Pamela Peña, CFP®, Associate Wealth Advisor

I was running a few numbers recently – a part of my job that I find delightful – but this time it was a bit different. I was testing out various saving rates on my own financial plan instead of a client’s, which got me thinking: If I’m swimming in data when I do this for myself, what is everyone else doing? Read more

Blog

Year-End Planning: Do Something Today That Your Future Self Will Thank You For

Published by: Mark Lookabill

As November comes to a close and we head into the end of year holiday season, I thought this would be the perfect time to provide some tips to help you get a jump on year-end planning. While this is by no means an exhaustive or comprehensive list of everything that you could tackle, these three broad areas will get you headed in the right direction as we approach year end.  As you are thinking about these topics, please remember to consult with your wealth advisor to make sure the information you have is accurate and you make the best decision for your situation.

Read more

Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Blog

If It Doesn’t Challenge You, It Won’t Change You . . .

Published by Teresa Milner

Have you ever participated in a fitness challenge? The purpose of the challenge is to help you accomplish your fitness goals; i.e., losing weight, increasing muscle mass, etc. The same concept can be applied to money challenges. Money challenges can be used to accomplish both short and long term financial goals. As with fitness challenges, money challenges can be measured too; i.e., buying Christmas gifts, funding a college savings plan, giving yourself the ability to retire early.

Read more

Blog

Football and Finance: The Secret Sauce to Success

Published by Jim Caldwell

Welcome to fall, almost everyone’s favorite time of the year. School starts up, the colors change, and football at all levels kicks into high gear. Growing up in the Midwest, and having been both a high school and college football coach in the past, I see a very distinct similarity between football and finances.

Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

5-things-to-consider-in-a-job-transition-layoff

Blog

5 Things to Consider When Facing a Life Defining Moment: Unexpected Job Transition

Published by Paul West

Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happen to you: illness; divorce; unexpected career change; death. However difficult and challenging the trying Life Defining Moments are initially, they can sometimes ultimately lead to change and growth in a positive direction. Though it’s hard, think, “glass half full.” Read more

Blog

My Top Money Saving Tips

Published by Shayla Kriha, Relationship Manager

We all know saving money is not the most exciting or even the easiest thing to do, but we all know that it’s important to do! Over my years at Carson Wealth, I have learned lots of ways to help save money. Read more