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4 Pitfalls of Not Having a Financial Plan

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.

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Taxation in Retirement

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers taxation in retirement.

What to Do 1, 5 and 10 Years Before Retirement with Your Money

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of whether you plan to retire in 10 years, or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

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