There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
By Scott Keegan, Associate Wealth Advisor I recently watched a short video called “Why Ships Don’t Sink as Often These Days.” As a male, the potential of seeing large boats slam into large waves had me hooked.
Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins to learn more about upcoming legislation could impact your financial plan.
By Mike Gertsema, CEO & Wealth Advisor My wife and I recently had to find a new business for spring flowers and plants for our landscaping around the yard. I asked friends and co-workers for recommendations, and the resounding response was to go to Prairie Flowers in King City. I’ve hea …
Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins and Vice President of Insurance Matt Lewis to learn more about how life insurance should fit into your financial plan.
By Mike Gertsema, CEO and Wealth Advisor A major part of the advisory journey is making contingency plans for “life moments,” such as retirement, stock market crashes, disability events, health issues, premature death, income reductions, job losses, tax law changes, Social Security timing a …
We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions: What is it? Wh …
