Category: Work/Life Balance

Filter Blog by:
    My Golf Trip to Scotland Was a True Wealth Experience

    Blog

    My Golf Trip to Scotland Was a True Wealth Experience

    By Nik Aamlid June 6, 2022 — If you sent me an email at the end of April, you may remember an out of office message that our software kicked out. It read like this:   Thank you for your email! I will be out of the office until May 2nd and will have very …

    Read More
    How to Avoid Overspending Around the Holidays

    Blog

    How to Avoid Overspending Around the Holidays

    By Ryan Ovenden, Wealth Advisor   It’s that time of year again. When the snow starts to fall, you can hear the sounds of Christmas carols and jingle bells. Truly, it’s such a joyous time of year. The thought of maxing out your budget around the holidays — definitely not so jolly. It ca …

    Read More
    The Cost of Infertility: How to Navigate the Finances of IVF

    Blog

    The Cost of Infertility: How to Navigate the Finances of IVF

    By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

    Read More
    How to Create a Healthy Relationship With Money in 6 Steps

    Blog

    How to Create a Healthy Relationship With Money in 6 Steps

    When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.

    Read More
    How to Get Started on Your Life Goals in a New Year

    Blog

    How to Get Started on Your Life Goals in a New Year

    We have all been there before: frozen almost, staring down the road of a daunting, seemingly impossible task. Voices battle inside us, telling us that the job is too big and maybe we should just forget it.

    Read More
    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

    Blog

    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

    For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%. 

    Read More
    The Power of ‘Emotional ROI’ Through Charitable Giving

    Blog

    The Power of ‘Emotional ROI’ Through Charitable Giving

    Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

    Read More
    How to Decide the Best Place to Live When You Retire

    Blog

    How to Decide the Best Place to Live When You Retire

    One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

    Read More
    Jamie Hopkins on “Stacking Benjamins”

    Blog

    Jamie Hopkins on “Stacking Benjamins”

    We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling. On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

    Read More
    The Benefits of a Company Concierge

    Blog

    The Benefits of a Company Concierge

    Published by Katie Sautter Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, departmen …

    Read More