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Some Perspective From 8 Years Ago

By Steve Martin Today, the Dow Jones Industrial Average dropped over 700 points.  This, on the heels of a week that previously dropped another 700 points. However, sometimes we need to step back to see the forest for the trees.

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529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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The Original Sin of Investing

By Steve Martin In the Book of Genesis, God gives Adam and Eve dominion over all the Earth, prohibiting them only from tasting the fruit of good and evil. For a moment, their innocence is perfect.

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Beyond the Retirement Plan – What’s Your Plan for Long-term Care?

By Karin Grablin Chances are, you probably know someone who has received long-term care.

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Can You Afford To Live To Be 100?

By Steve Martin First, the good news: you will probably live much longer than you think:  maybe to Age 100 – or beyond.  But here’s the bad news: unless you’ve already amassed a small fortune and have a plan for preserving it to last those 100 years, you’re going to have to figure out a way to pay for living that long.

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A Financial Mistake Women Can’t Afford to Make

By Karin Grablin I see it all the time:  a client couple in which one partner (usually the man) takes care of all the finances and the other partner (usually the woman) is often completely in the dark about the family finances. 

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Traditional IRA, Roth IRA, tax/taxes/taxable

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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buying a car

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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estate planning, financial planning,

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

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. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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