Author archives for Carson Wealth
Blog
Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
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Why Should I Hire a Financial Advisor?
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
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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).
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How Do I Know Which Investment Strategy Makes the Most Sense for Me?
Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. 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.
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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.
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How Can I Donate in the Most Efficient Way Possible?
There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.
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4 Steps to a Retirement Savings Plan that Goes Beyond your 401(k)
I had first met him and his family a few months back. He’s in his late 60s, but you would never have guessed it – there’s an abundant energy and youth about him. In that initial meeting, he stated that he would never retire.
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3 Steps to Financial Independence: Ready Yourself for Retirement
The most basic goal should be to arrive at “your figure” for financial independence – or as I like to say, that time when I can work because I feel like it and not because I must. The problem is, many people aren’t hitting that goal – or even know how to set that goal.
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Spending Habits of Thirty-Somethings: How Do You Measure Up?
No matter how delayed your maturity was or if you were one of the few responsible twenty-year-olds, you can’t deny it; you are now an adult. Measuring up used to be called “Keeping up with the Joneses” and now it is called “social media scrolling.”
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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.
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