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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

By Jamie Hopkins

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.

Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt? Read more

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Veteran Outdoors Interview – Cody Hirt

Published by Sidney Meriweather, Director of  First Impressions

CODY, WHAT IS YOUR LIFE DEFINED?

Hi, I’m Cody Hirt and one of the co-founders of Veteran Outdoors. For me, a “Life Defined” is getting out serving others in a physical way. When you’re worn out spiritually, emotionally, and physically and at the end of the day you’ve helped someone and made a new friend. Read more

buying a car

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

By Erin Wood

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. Read more

estate planning, financial planning,

Blog

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

Blog

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

Blog

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

Blog

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