Insights

Filter by:
long term care planning

Blog

5 Reasons to Think About Long-Term Care Planning Today

By Jamie Hopkins, Director of Retirement Research at Carson Group

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Read more

market volatility, financial planning, Carson Wealth Management, Omaha, Nebraska

Blog

Volatility – What to Expect and How to Act

By Zac Ritchey, Senior Wealth Advisor, CFP®

I recently gave an annual presentation to the 401(k) participants I advise. I always try to explain risk tolerance and investing to my audience in an easily understandable way. For most of the participants, investing in their 401(k) has been their only experience investing, so their knowledge of investing as a whole is limited. Read more

weekly market commentary

Market Commentary

Weekly Market Commentary May 20, 2019

The S&P 500 dropped 0.7% last week primarily due to a sharp decline on Monday after the Chinese retaliated against increased U.S. tariffs. The global MSCI ACWI also declined 0.7% as international developed markets increased slightly, but declines in emerging markets pushed the overall index lower. Read more

News

One Retirement Risk Few People Talk About

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health care and investment risks. Within these broad categories lie hidden or overlooked sub-risks. For instance, within investment risks is sequence-of-returns risk or liquidity concerns. Within long-term care is public policy risk if Medicaid is cut back. Read more

News

Three Retirement Planning Needs Everyone Has

Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But, despite being so unique and individualized, fundamental tenants of retirement apply to almost everyone. In fact, the notion that we think we are so unique can be a hinderance to a financially successful retirement. Read more

retirement planning for women, financial planning, Carson Wealth Management, Omaha, Nebraska

Blog

Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

by Teresa Milner, Wealth Advisor

Ladies … listen up!… there’s still time …

Read more

weekly market commentary

Market Commentary

Weekly Market Commentary May 13, 2019

The S&P 500 dropped 2.1% last week as optimism that the U.S. and China will reach a trade deal was beaten down by additional tariffs and accusations of backing away from agreed-on compromises. The global MSCI ACWI slid 2.5%. Read more

Best Places to Live When You Retire

Blog

How to Decide the Best Place to Live When You Retire

By Ron Carson, CEO & Founder of Carson Wealth

One of the questions I get asked often is “Where should I live in retirement?”

Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

But before I can advise someone on where to live, it’s important to know how to decide the best place to live in retirement (or if you’re even ready to retire!). Read more

retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

Blog

Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

unemployment weekly market commentary

Market Commentary

Weekly Market Commentary May 6, 2019

The news in the last seven days has challenged the hopes and assumptions of some investors. Many hoped the Federal Reserve would signal an interest rate cut this year to combat weak inflation reports. The Fed signaled a cut is unlikely if growth remains decent in the press conference following the meeting. Read more