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 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 …
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.
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.
By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …
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 …
