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When Financial Advisors Become Philanthropists

Within the next few days, as soon as the weather in Omaha, Neb., clears, an elderly, impoverished, and terminally ill man will experience a hot-air balloon ride for the first — and likely last — time in his life. Footing the bill for this dying wish is financial advisor Ron Cars …

5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment pro …

Your Financial Advisor Disappeared…What Do You Do?

In the last few years, financial advisor Ron Carson has observed prospective clients increasingly asking whether his firm has a succession plan in place. Luckily, he does, and he is happy to describe it to them.

Precision Investor Ron Carson

Carson Wealth Management shuns bets on the market in favor of pinpointing undervalued stocks. A longtime aviation enthusiast, Ron Carson recently set a world speed record for midsize jets when he piloted a 12-seat Embraer Legacy 500

Consider This: The Dreamweaver Foundation

Coming up on the next edition of “Consider This…” The Dreamweaver Foundation. A nonprofit organization, it was established by an Omaha couple as a way to thank and honor impoverished older adults in their final days …and to create long-lasting memories for those who give.

Sun, Fun—And No Taxes? Set Your Goals Before Retirement

During our wealth-planning process, it is important to understand each client’s financial goals during retirement so that we can develop a personalized plan designed to meet his or her long-term goals and objectives, both financial and non-financial.

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