Life Goals: Understanding Life Insurance and How it Fits in Your Finances
Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand.
Financial Planning: It’s About Time
Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …
Planning Your “DASH”
I’m currently reading a book called “Live Your Dash: Make Every Moment Matter” by Linda Ellis. The book begins with her poem that hooked me right away. This poem below appears here with the author’s permission.
The Best Time to Plant a Tree
By Jaymon Meikle, CFP®, Wealth Advisor This last weekend my wife and I checked something off our to-do list that we’ve been wanting to get done since moving from Tennessee to Missouri: we bought a tree for our backyard. As soon as we moved here, we knew that we wanted to bring a piece of …
The Power of Money Memories
By Cristina Wiebelt-Smith, CPA, Wealth Advisor When I was around five years old, my family moved 1200 miles across the country from California to Oklahoma so my dad could start a new job. He was early in his career, my mom stayed home with us, and they were paying back a loan to my grandpar …
Financial Literacy Guide
The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.
Your Silicon Valley Bank Questions Answered
You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.
Invest in Your Greatest Asset
By Scott Keegan, Chief Operating Officer & Associate Wealth Advisor The New Year is often a time for many people to set goals and try to adapt new habits or kick old ones. I saw a stat recently that I assumed but never knew for sure, 80% of people give up on their New Year’s …
The Benefit of Working with Professionals
By Nick Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO & Wealth Advisor It all started with record rainfall and water in our basement. When I noticed some sheetrock was wet a lot higher up than I expected, I went to the best source for help I could think of: Google. After a handful or articles …
2022 Tax Preparation Checklist for Individuals
By Cristina Wiebelt-Smith, CPA, Wealth Advisor Tax season is upon us! Staying organized as you gather your tax documents can help make this year’s taxes run a little more smoothly. Check your mailbox and your email for all the tax forms that will start coming in and keep them in one place.
Charitable Giving Strategies in a High-Income Year
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
COMPLIMENTARY RESOURCE
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
