How Life Insurance Should Fit Into Your Financial Plan
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.
How to Fit the Kids’ College into Your Financial Plan
There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …
Getting the Most Out of Your College Savings Plan
Carson’s Senior Wealth Planner Beth Schanou and Managing Partner of Wealth Solutions Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar
The Cost of Infertility: How to Navigate the Finances of IVF
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …
Ways to Reduce Your Taxes Before You File This Year
You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year.
What You Need to Know for the Upcoming Tax Season
Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season.
529 Plan, What is that?
What is a 529 Plan? In 1996 the Small Business Job Protection Act created 529 Plans, also known as “qualified tuition plans.” 529 Plans provide you a tax-advantaged way to save for education expenses for a designated beneficiary. According to a survey by Edward Jones, 67% (a 5% increase sin …
Teaching Kids about Money from Childhood Through Adulthood
Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …
CARES Act Summarized
As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy.
Financial Advice for Millennials, from a Millennial
There are a few specific challenges, and therefore specific solutions, that I see millennials facing. Let’s imagine a conversation I might have with this hypothetical 20- or 30-something, and look at some financial advice for millennials.
COMPLIMENTARY RESOURCE
2026 Calendar: Key Tasks & Financial Dates
Tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
