The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.
It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more
Welcome! You’ve hit your mid 30’s and life is amazing, or maybe you realize the “Friends” theme song was a pretty accurate depiction of young adult life. No matter how delayed your maturity was or if you were one of the few responsible twenty-year-olds, you can’t deny it; you are now an adult. Measuring up used to be called “Keeping up with the Joneses” and now it is called “social media scrolling.” As much as we’d all like to pretend we don’t need to compare ourselves to anyone else, we do. So instead of worrying whether we have the right car or right OOTD, let’s compare ourselves on things that may help our future selves, like how we spend our money!
Published by Mark Petersen, CPA, CFP®
“What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Family Index Number (FIN), which is unique to every family. For example, there is a XX Jones Family Index Number as well as a XX Smith Family Index Number.
Hear Ron Carson on Fox Business’ Varney & Co with Stuart Varney as they discuss the richest man in the world, Amazon’s Jeff Bezos, and consumers taking risk. Read more
Published by Beth Schanou, JD
Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more