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What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more


When Should I Retire?

This compelling question is one that we are asked with increasing frequency. We think it is best answered by telling the story of two men who retired early with strikingly different results. Read more


Why I Remain a Financial Advisor

Published by Karl V. Kimball.

Over the years, I have been asked many times why I became a financial advisor. While there are many compelling reasons to become a financial advisor, I must admit that none of the typical reasons applied to me and my path to this professional role. Read more


Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more


How Much is Enough?

If you’ve found yourself in front of a television for any amount of time, you have seen advertisements targeting people moving quickly toward retirement. One such ad suggests that a person can simply move along a path that is as easy to follow as a green line running along a sidewalk. Another commercial proposes there is a set number to save toward that will guaranty a happy, and by implication, safe retirement. Read more


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 significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more


Balance is Important

Almost everywhere you turn, health and fitness gurus are talking about the importance of balance in all areas of life. We are told to have a balanced diet, a balance between work and play, a balance between activity and rest, and even a level of balance within the ways we exercise. It seems too much of any one thing or continually doing the same things can be more harmful than good. Read more


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 that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Read more


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 embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more


Medicare 101: What You Need to Know

Published by Ben Goethel 

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. Read more