What Are You Paying Your Advisor, Do You Know?

Financial Services is littered with jargon and many firms rely on smoke and mirrors to confuse you so you cannot discern what you are paying your advisor. You should be able to discern what your costs are relatively easily. One of the very first things we share with families when we are exp …

The Growing Need for Black Financial Planners

  In recent times, African Americans have been increasingly becoming more financially literate, and as such, the need for financial advisors and planners who understand the unique cultural and financial challenges of this group has grown. African American financial planners are essenti …

Your New Year’s Financial Planning Resolutions

Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen.  

Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning

Watch our on-demand webinar, “Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning” featuring Carson Group’s Vice President, Insurance Matt Lewis and Manager & Senior Wealth Planner Tom Fridrich. 

Dollar Cost Averaging: A Strategy for All Seasons

When I began saving for my children’s education I never realized the impact that dollar cost averaging would have over a long period.  As I discuss in my book “Financial Planning Made Personal”, I started saving in 1998 for my kids’ education, four years before my older son was …

The Benefits & Purpose of a Trust in Estate Planning

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …

Estate Planning: Easing The Burden For Your Loved Ones

Estate planning is a crucial task in our financial lives that tends to drain us emotionally and take a backseat in our busy lives.  This type of planning is sometimes confused as something that only the wealthy or the elderly need to think about and the reality is it is a process that every …

Why Estate Planning Matters for Everyone

Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. 

Estate Planning Checklist

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the fut …

Why Do I Need a Will? Everything You Need to Know

By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

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