COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Op-ed: Here’s the financial impact of the NCAA permitting college athletes to profit off their name, image and likeness

Student athletes and their parents have likely heard that the NCAA has opened the door to allow collegiate athletes the ability to profit off their name, image and likeness.

Time to fly the nest: How young adults can find financial success

There’s something to be said for living with mom and dad. In fact, more and more young adults are opting to do just that thanks to things like student loan debt and high rents. Yet, there comes a time when they need to strike out on their own and become financially independent. Stephanie Ei …

It’s not just about the money

When planning retirement, it’s also important to consider what you’re going to do.

4 Tax Pitfalls High Net Worth Clients Should Avoid

Tax pitfalls are something everyone tries to avoid, especially high net worth clients. Investing can bring on excess tax burdens if your clients are not aware of things they should be on the lookout for to avoid potential problems. Here, I’ll discuss the top four tax pitfalls that are …

Is 2020 a Good Time to Invest?

With U.S. and international stocks in flux thanks to the coronavirus pandemic, it’s easy to assume that investing your money right now isn’t the brightest idea. However, as with any recession, certified financial planners say there are still solid opportunities to invest some cash — as long …

Retirement Checklist: Maximize Savings Through Every Decade of Your Life

Americans of all ages often dream about retirement, but most struggle to actually save for it. Let’s face it, in the shuffle of immediate priorities, saving and planning for retirement isn’t a walk in the park. We all know we need to save for the future, but more than half of Americans don’ …

Debt piling up during the coronavirus outbreak? Here’s how to manage it

It’s never ideal to build up debt, but it may be necessary these days. The coronavirus outbreak has disrupted the economy. Businesses have shuttered and workers have been laid off or furloughed from their jobs. On April 2, the Labor Department reported 6.6 million people filed for unemploym …

The 3 Questions to Ask Your Lender During the Preapproval Process

Buying a home is one of the biggest decisions you’ll ever make — and being prepared ahead of time with a preapproval letter can make the process a lot smoother. Getting a mortgage preapproval gives you a leg up in the buying process by showing how serious you are about purchasing a home and …

How to financially support your adult children without breaking your nest egg

If parents aren’t careful, financially supporting their adult children could harm their retirement — and damage their kids’ own financial development. Of course, living in the time of Covid-19 brings its own set of unique circumstances. Many young adults are reeling from the economic fallou …

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

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