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The So-Called “Trade War”

You have to read between the headlines to make your financial plan.  Hardly a day goes by without a headline on trade wars, tariffs or trade imbalance. This fervor gets investors and stockbrokers itching to “just do something,” which in turn creates day-to-day volatility.

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wealth management, retirement preparation

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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Financial Planning Steps to Get Your Student Ready for College

By Karin Grablin As a parent, preparing your student to be successful in college financially is like walking a fine line between supplying enough support and skills for your child to get by without becoming so involved that he/she can’t fully develop as an independent adult.

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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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