Category: Financial Planning

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    retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

    Blog

    Retirement Planning: What Are You Waiting For?

    By Jake Bleicher, Equity Analyst, CFA®

    Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

    retirement security

    Blog

    Future Funding of Social Security Is A Pivotal Piece To Retirement Security

    By Jamie Hopkins

    You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits. Read more

    year end planning

    Blog

    7 Year-End Planning Tips from a Wealth Planner

    Published by Mark Petersen, Vice President Affluent Wealth Planning

    The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

    Blog

    The 4 Pitfalls of No Plan

    There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

    Blog

    Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf

    We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

    Blog

    4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD

    Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more