Author archives for Meg Ronspies

    When Can You Retire?

    Blog

    When Can You Retire?

    Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retire …

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    Why Diversified Investments Are Crucial

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    Why Diversified Investments Are Crucial

    Published by Tyler Schlumpf There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific …

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    The Benefits of a Company Concierge

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    The Benefits of a Company Concierge

    Published by Katie Sautter Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, departmen …

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    How Much Do I Need to Retire?

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    How Much Do I Need to Retire?

    Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work …

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    Tax Cuts and Jobs Act

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    Tax Cuts and Jobs Act

    Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides signi …

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    Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

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    Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

    Published by Scott Ford, Member of the Investment Committee for Carson Group Partners Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted tha …

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    Financial Planning is for Everyone

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    Financial Planning is for Everyone

    Published by Beth Schanou Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to emb …

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    3 Ways to Manage Emotional Investing

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    3 Ways to Manage Emotional Investing

    Published by Jessica Golson This deep into one of the longest bull markets in recorded history, some investors are beginning to ask how much longer this will last and what should they do. Well, I’m not going to answer that question or make market predictions, but I will go over an essential …

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    Medicare 101: What You Need to Know

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    Medicare 101: What You Need to Know

    An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases.

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    Fallout from Equifax Breach

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    Fallout from Equifax Breach

    143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies.

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