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retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

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Do you feel emotionally stuck around your finances, or overly attached to your money?

Published by Kerry Meath-Sinkin

If you look at your friends, family, and colleagues, and those around you it becomes clear that no two people are the same. You have your own unique shape, size, temperament and characteristics that make you uniquely you. The more you understand your own unique characteristics, and tendencies, the more you can understand what helps you feel thrive on all levels. Read more

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Tidying Up Financially

Published by Kerry Meath-Sinkin

If you are like many of us, you have gotten wrapped up in the KonMari method, a simple process to tidy up the home. You can’t log onto Facebook without finding people taking images of their tidied-up sock drawers or kitchen cupboards. My husband even mentioned that thrift stores are feeling the effect of extra items, as everyone offloads their extra goods. It’s not surprising to me that this method has gotten so incredibly popular. As a culture, we are struggling to simplify our lives physically and emotionally. Too many clothes, too many ideas, too much clutter in our minds, too much clutter in our homes, and too much to do. Read more

retirement security

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits. Read more

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). Read more

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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

year end planning

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

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Are You Ready to Reduce Your Anxiety Around Money?

Published by Kerry Meath-Sinkin

Do you feel awesome when you think about money? Or do you get a pit in your stomach when you think about it? A pit that you want to perpetually push away? Or a feeling that makes you want to run in the corner and cry every time you have to pay the bills. Or maybe you are out to eat with friends, and you begin getting anxious before the bill arrives? Or maybe you keep avoiding any money topics with your partner. If you are feeling any of these, you are not alone. But you also don’t have to keep living that way. Read more