News

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
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What’s the Deal with this Market Volatility?

If anything has changed in the financial picture — e.g., longer or shorter working hours, inheritances received or forfeited — “we need to come in, … rerun your numbers, making sure you’re appropriately invested for what it is you’re trying to accomplish

Author’s advice on work-life balance isn’t just for business owners

By Steve Jordon / World-Herald staff writer Ron Carson grew up on a farm, and his father taught him and his sister how to work hard — namely, all the time. He followed that workaholic path when he started his advice business, but his personal life suffered.

Carson: Advisors Failing Clients

In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at t …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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