Insights

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.

Published by Rob Furlong, Portfolio Manager The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was lit …

Published by Shayla Kriha Flash back to May 9th 2011, the day I started working at Carson Wealth Management Group. I thought at that time I knew what working in the financial services industry was all about; I could not have been more wrong. It’s now June 2018, and I can truly say I know ex …

Published by Brad Dillon Many of my clients and prospects confuse financial planning with investment management. There are countless financial professionals touting their expertise regarding investments, and in my 20 years in the profession I have had many conversations with prospective cli …

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retire …

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. Here are common questions we ask as we walk through the investment planning process:

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” …

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 …

Published by Paul West Perception and reality. If you believe everything you read, you’re naïve. I recently had the incredible experience of a private lunch with Charles Koch. If I believed everything I had read online prior to the meeting, I would have been a fool. While I, like many of yo …

Published by Paul West When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to ma …