Posted on September 21, 2021
By Jamie Hopkins The Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aimed at increasing taxes to pay for other social policies and government infrastructure initiatives, there are a number of provisions that would change retirement planni …Continue Reading!
Posted on June 6, 2015
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 …
Posted on May 27, 2015
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 …
Posted on May 13, 2015
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.
Posted on May 8, 2015
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
Posted on April 30, 2015
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.
Posted on March 25, 2015
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.