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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

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How Do “Put” Options Work and Why Should You Care?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor

Imagine you’re a farmer nearing the harvest of your annual corn crop. Everything you have is riding on this crop and you must get at least $3.80 per bushel or you’re in trouble. Read more

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

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Wise Counsel – Then and Now

Published by Stephanie Wilson, Lead Communications Associate

I have been part of the team at Wise Counsel for over 11 years. The changes have been phenomenal in that amount of time. We’ve gone from 3 to 5 stakeholders, and we’ve changed locations. 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

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The $16,500 Shot Gun

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Let’s do some math.

$1,000 in 2019 can buy me a nice new shotgun. 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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How You Say It

Published by Sidney Meriweather, Director of  First Impressions

“It’s not just what you say but how you say it.”

I can’t remember how many times I’ve had to remind myself of this phrase. Read more

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The Right Advice

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor 

You are moving through life making dozens of decisions daily. 

Health, family, work, faith, civic duties. 

Read more

Blog

The Family Meeting

By Brad Wiewel, The Wiewel Law Firm, Austin, Georgetown, Horseshoe Bay, and San Antonio www.TexasTrustLaw.com

Most people never disclose the details of their estate plan to their loved ones, successor trustees, executors, and agents. As a result, after they die, the people they leave behind are left to guess about what their deceased family member really wanted because of the sterile language used in the will or living trust. Read more