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.
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …
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.
Life Goals: Understanding Life Insurance and How it Fits in Your Finances
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.
7 Economic Myths Busted
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 …
Which Type of Life Insurance is Right for Me?
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.
How to Get Your Finances Back on Track After a “Gray Divorce”
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 …
Update Your Plans After Divorce
Watch our webinar, “Update Your Plans After Divorce” with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman, now available on-demand.
Divorce Planning
There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …
Blended Family Finances: What to Consider When Getting Remarried
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …
Tax Planning Strategies for Executive Compensation
By Mike Valenti, CPA, CFP®, Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. W-2 employees currently are unable to deduct home …
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2023 Calendar: Key Tasks & Financial Dates
Tackle 2023 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
