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Helping Your Loved Ones with Long Term Care

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Helping Your Loved Ones with Long Term Care

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved.

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February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized Deductions

Monthly Newsletters

February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized Deductions

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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Charitable Planning with a Donor-Advised Fund

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Charitable Planning with a Donor-Advised Fund

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life.

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Monthly Newsletter: 2017 Financial New Year’s Resolutions

Monthly Newsletters

Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind.

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Seven Financial Actions to Consider Before 2017

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Seven Financial Actions to Consider Before 2017

Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st.

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Free Guides

Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this free guide for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Conviction: A Portfolio Manager’s Secret Weapon

Blog

Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students.

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Millennials

Infographics

Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million.

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Reviewing and Updating Your Estate Plan

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Reviewing and Updating Your Estate Plan

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events.

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Be a Math Teacher and Prepare Your Clients for Success

Blog

Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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