Without a Plan You’ll Be Left in the Cold

By Scott Keegan, CFP®, ChFC®, COO & Wealth Advisor Personally, I hate the cold, but my love for the Kansas City Chiefs is greater. Recently my wife, Claire, and I went to the Chiefs and Dolphins Playoff game and let me tell you, it was cold! The temperature at kickoff was a bitter -4 de …

The Journey from “Should” to “Can”: Embracing the Freedom of Retirement

By Nick Gertsema, CEO & Wealth Advisor, CFP®, ChFC®, RICP®, AIF®   Throughout our lives, we’re conditioned to follow a well-trodden path. From the early days in school, we’re told to excel to get into good courses. Then in high school, the pressure mounts to secure a spot in …

Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important

By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Medicare Time – Now What? Things to Know as You Start Out

By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …

11 Tips for a Happy Retirement

I was looking online about retirement subjects and read an article by the NHS website for England (www.nhs.uk) which is UK’s biggest health website.  The information that interested me was the “Tips for a Happy Retirement”, from keeping fit and healthy to making the mental adjustment to mak …

Am I Behind in Saving for Retirement?

By Cristina Wiebelt-Smith, CPA, Wealth Advisor Am I behind in my retirement savings? Am I where I need to be financially? These are common concerns when people come in to meet with us. I can relate to this concern because there were several years in our mid-30s where we weren’t able to save …

Retirement and Vacation: Both Need Careful Planning

By Nick Gertsema, CFP®, ChFC®, RICP®. AIF®, CEO & Wealth Advisor  There’s so much that goes into taking a vacation, especially when traveling with kids. Choose the destination. Shop around to find the best hotel, AirBnB, or cruise line. Examine the calendar to choose dates that don’t in …

5 Common Retirement Planning Mistakes

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Your Retirement Income Plan

Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand. 

The Basics of Required Minimum Distributions With Your Retirement Account

Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible and gains are tax deferred – meaning you may only pay taxes when you withdraw money from your account.

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