Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
Published by Shayla Kriha Are you a saver or someone who spends money? Did your parents teach you how to save? Maybe they didn’t talk about money or finances because they felt like it was an adult conversation, not something to burden you with growing up. The reality is that parents a …
Published by Mark Petersen and the Carson Group Partners Investment Committee One in 256,481,280. No, I am not calculating the odds of winning the Powerball Lottery. This is the number of 50 square foot sections to view Totality for the 2017 Solar Eclipse in the state of Nebraska. So many c …
Published by Tyler Schlumpf and the Carson Group Partners Investment Committee We definitely have fun to getting swept away in the “what if’s” of instantly coming into a large sum of money, hopefully most people are rational though and understand they are playing to be a part of it but don’ …
Published by Ron Carson People often ask me why I became a financial advisor and fiduciary. My answer usually surprises them. I grew up on a farm in Nebraska—but when I was a teen, my dad impressed on me that there wasn’t much future in running a farm. “You’re going to have to find somethin …
Published by Scott Kubie Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth …
You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term car …
