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Medicare 101: What You Need to Know

Blog

Medicare 101: What You Need to Know

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases.

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Fallout from Equifax Breach

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Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies.

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Help After a Disaster

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Help After a Disaster

Published by Robert W. Huntley, CFP®, CHFC and Steve Campbell Everyone wants to help folks work through the process of recovering from hurricane Harvey. We decided to ask for and publish some practical advice from industry professionals in several specific fields. First up is filing insurance claims.

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Safeguarding Personal Information

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Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen.

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September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries.

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Eclipse Planning

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Eclipse Planning

Published by Mark Petersen and the Carson Group Partners Investment Committee One in 256,481,280. No, I am not calculating the odds of winning the Powerball Lottery. This is the number of 50 square foot sections to view Totality for the 2017 Solar Eclipse in the state of Nebraska. So many choices! How does one decide? Let’s briefly review the thought process:

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What Makes Us Different?

Videos

What Makes Us Different?

People often ask me what makes us different, and my answer is simple. Watch this video to learn what makes Wise Counsel different.

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Fees or Foes

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Fees or Foes

Published by Scott Kubie Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment.

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Do You Have An “ARK Budget”?

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Do You Have An “ARK Budget”?

Published by Robert W. Huntley, CFP®, CHFC In the final scene of the movie “Evan Almighty “, Morgan Freeman, (aka “God”) is talking with Steve Carell (aka Evan, a modern-day “Noah”) about life. The conversation veers back into the question “How do you change the world”? God scribbles in the dirt three letters “A R K”. One Act of Random Kindness.

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July Monthly Newsletter – Midyear Financial Checkup

Monthly Newsletters

July Monthly Newsletter – Midyear Financial Checkup

Six months ago, many Americans set realistic and achievable financial resolutions for 2017. Now that we’ve crossed the halfway point of 2017, it’s time for a financial checkup. Much like your biannual dentist appointment, it’s important to track your progress to determine if changes need to be made to your plan to achieve your financial goals and resolutions.

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