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.
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.
Markets Move Up, Markets Move Down
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor “You can’t steal second base with your foot on first” As I sit down to write this entry, I am looking at data from yesterday’s single day market movement. Large US stock market indexes shot up close to 5% in a single …
Current Market Volatility
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor Update on current market volatility: We’re in the midst of normal market volatility but we understand it still feels scary. This post is a reminder of the importance of staying grounded and unemotional during these pe …
What Is Your Number?
Published by Mark Petersen, CPA, CFP® “What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Famil …
Where There Is A Will – There Is A Way
Published by Cliff York Statistics show that humans have a 100% mortality rate. Yet, nearly 6 out of 10 of Americans are unprepared for the inevitable*. End of life planning isn’t fun. It can seem morbid, depressing and even a little scary. But, it’s also a critical aspect of managing your …
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.
Millennial vs. Boomer: Deciding the Big One
Published by Mark Petersen & Alexis Rauschkolb No! Even though Alexis Rauschkolb works in Carson Wealth’s San Francisco Bay Area office, we are not debating the next big earthquake in California. Carson Wealth Management spends a lot of time thinking about “Next Generation” …
Financial Security for Seniors
Published by Mark Lookabill When most people hear “financial security for seniors,” their minds immediately begin to think, “Do I have enough money for retirement?” We address this paramount topic as part of a client’s comprehensive wealth plan. All a person needs to do is a simple Google s …
5 Stupid Things People Do With Their Money
Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl.
Three Secrets to A Better Life
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor My wife, Linda and I were selling our home 2 years ago. The funny thing is, it took selling the house to get us motivated to purge the house of all the stuff we don’t need or want any longer. We spent a couple …
