What Is Your Number?
Published by Mark Petersen, CPA, CFP® “What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Famil …
Without A Plan
Published By Michele Schreck, Wealth Advisor Do you have a plan for your financial future? Life happens and we may not always work on our financial priorities until we are nearing retirement. Suddenly, you’re left asking yourself, “I want to retire in a few years, will I be okay? Can I do t …
Where There Is A Will – There Is A Way
Published by Cliff York Statistics show that humans have a 100% mortality rate. Yet, nearly 6 out of 10 of Americans are unprepared for the inevitable*. End of life planning isn’t fun. It can seem morbid, depressing and even a little scary. But, it’s also a critical aspect of managing your …
How Men and Women Differ with Finances
Marital status is a key factor in their differences, which in turn affects their mindset. Lastly, where men and women believe they are in their life, depending on their age and expectations, is a huge catalyst for moving forward in their financial journey.
3 Lessons I’ve Learned Working At A Wealth Management Firm
Published by Shayla Kriha Flash back to May 9th 2011, the day I started working at Carson Wealth Management Group. I thought at that time I knew what working in the financial services industry was all about; I could not have been more wrong. It’s now June 2018, and I can truly say I know ex …
Financial Planning Is About the “Why”
Published by Brad Dillon Many of my clients and prospects confuse financial planning with investment management. There are countless financial professionals touting their expertise regarding investments, and in my 20 years in the profession I have had many conversations with prospective cli …
How to Choose an Investment Strategy
Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy. Here are common questions we ask as we walk through the investment planning process:
Millennial vs. Boomer: Deciding the Big One
Published by Mark Petersen & Alexis Rauschkolb No! Even though Alexis Rauschkolb works in Carson Wealth’s San Francisco Bay Area office, we are not debating the next big earthquake in California. Carson Wealth Management spends a lot of time thinking about “Next Generation” …
Financial Security for Seniors
Published by Mark Lookabill When most people hear “financial security for seniors,” their minds immediately begin to think, “Do I have enough money for retirement?” We address this paramount topic as part of a client’s comprehensive wealth plan. All a person needs to do is a simple Google s …
Charles in Charge: Tips From The Top
Published by Paul West Perception and reality. If you believe everything you read, you’re naïve. I recently had the incredible experience of a private lunch with Charles Koch. If I believed everything I had read online prior to the meeting, I would have been a fool. While I, like many of yo …
The Evolution of Financial Advisors
Published by Paul West When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to ma …
