Insights
Blog
Don’t Treat Your Home Like A Cash Cow
Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.
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Blog
Is your Legacy in a Dynasty…Trust?
Published by Mark Petersen Many people struggle with determining how much inheritance to leave their children and future generations. As Wealth Planners, we often here the goal, “I want to leave enough wealth to my children to provide them with opportunity. However, I do not want to leave them so much they do not have to work.”
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Videos
Affluenza
Affluenza is a recent topic of debate in the news but many don’t understand what Affluenza is…or if it’s even real. So with Affluenza negatively impacting today’s youth, how can you avoid this epidemic? Watch the video below and contact us to discuss how you can avoid Affluenza in your home.
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Videos
We Believe in People
At Carson Wealth, what are we absolutely certain about? It’s people – coming together, uniting for a common goal. Watch the video below for more information on your trusted firm. Contact us today at 888-321-0808.
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Blog
Wealth Designed. Life Defined.
Published by Minna Burns At Carson Wealth Management, you hear us talk about our dedication to providing you with the highest level of personal and professional service. We always strive to be your most trusted advisor and are committed to implementing and following a client bill of rights and code of ethics.
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Blog
Stock Investing is Not Gambling – But it Can Be
Published by Brett Carson I have two pet peeves when it comes to discussing stocks with individual investors, whether it’s friends, family, a doctor or a cab driver. The first is when someone asks what price a stock is selling for and then coming to the conclusion that it’s cheap or expensive depending on the number of shares they can buy.
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Blog
Dear Santa, No Puppies
Published by Beth Schanou During this time of year it is very common to see commercials or holiday movies with an adorable puppy or kitten as a Christmas gift. That scene and lasting image it leaves in our mind is very heart warming. While it may seem brilliant in that moment, gifting a puppy for Christmas is usually a bad idea.
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Blog
Is Survivorship Life Insurance Right for You?
Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. Fair value may not be realized by having to sell illiquid assets quickly to pay an estate tax liability, which is due 9 months after a surviving spouse’s death.
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Blog
Giving Thanks This Holiday Season
Published by Ron Carson With Thanksgiving just days away, I thought I’d take some time to share what makes me so thankful this holiday season. After all, aside from spending wonderful time with family and sharing great food (and wine), this holiday is all about reflecting and giving thanks for the year’s blessings.
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