Insights

Watch our on-demand webinar, “Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning” featuring Carson Group’s Vice President, Insurance Matt Lewis and Manager & Senior Wealth Planner Tom Fridrich. 

By Ethan Brouwer, NSSA®, Associate Wealth Advisor With the holidays right around the corner, many people are starting to make their holiday plans; from planning get togethers, booking travel, buying presents, putting up decorations, and the list goes on. For many, this is a season of joy an …

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. 

This is a celebratory blog post… Lauren and I are officially debt free!

Ryan Ovenden, CFP®, Wealth Advisor, defines a hot topic: Robo-Advisors. He talks about what to consider if you’ve thought about utilizing a Robo-Advisor and how it compares to a Financial Advisor professional in building a custom financial plan.

Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand. 

We’re back with the last four of the seven steps in the financial planning process! Each of the steps is crucial to understanding the individual short and long term goals to craft a custom plan designed to support your personal vision of True Wealth.   Hear from Ryan Ovenden, CFP®, Weal …

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.

By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …