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Why You Need a Will (and You Need One Today)

by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

The foundation of your estate plan is a Last Will and Testament. Read more

retirement income plan

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Hitting Your Retirement Savings Goal and Picking the Date is Not the End Goal

I have a grievance with the retirement planning industry. I feel too much focus is on the wrong thing and critical concerns are often neglected. Too many articles, too many planning calculators and too many planners make the goal seem like it is all about flipping a switch on a certain date. The day you retire is the beginning of a long phase, not an end goal. Picking the right date is important but there are other issues that need addressing to make your retirement phase enjoyable like a detailed retirement income plan.

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long term care planning

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5 Reasons to Think About Long-Term Care Planning Today

By Jamie Hopkins, Director of Retirement Research at Carson Group

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Read more

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

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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

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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

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). Read more

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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

The $8,000 dog

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Is your pet worth $8,000?

By Doug Gjerde

I was surprised by this story. As I thought about it longer I was reminded that old dogs (me) can learn new tricks.

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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

year end planning

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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