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Why You Should Consider Sending Your RMDs Straight To A Charity

Published by Mark Ring, Wealth Advisor

If you’re like most of our clients, you are generous. You realize that the world goes far beyond just you and your family and you want to leave your mark on it. You are grateful for the opportunities you have received and want to pass it forward in a meaningful way.

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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

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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Do You Have Questions About Your Social Security Benefits?

Published by Daniel Morrison, Wealth Advisor

Are you planning on Social Security making up a significant portion of your retirement income? If so, you’re in the same boat as 60% of American retirees. (1) With a program that impacts so many individual lives, you would think people would be more prepared to claim their benefits, but unfortunately, that’s not the case. Close to 63% of future retirees are not confident about how the program works, and 88% don’t know how benefits are calculated or how to maximize their Social Security payments. (2)

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My Favorite Things To Do In Baltimore City

Published by Ryan Cooley

As someone who has been a resident in Maryland for many years, I can definitely say that living right by Baltimore City is a blessing. There are a ton of things to do and see here: historical sites, fascinating museums (including one that is centered around the baseball legend Babe Ruth), and even cruising around the Inner Harbor. Many of these activities are suitable for family-friendly fun and don’t even break the bank.

Allow me to share some of my favorite things to do with my family when we visit Baltimore City.

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Your 2019 Social Security Benefit Guide

Published by Mark Ring, Wealth Advisor

About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out of the need for a safety net during the Great Depression, it is now the major source of income for at least half of the nation’s seniors. (1) But even though Social Security benefits are designed to replace about 40% of pre-retirement income, (2) 86% of pre-retirees don’t know how much they will receive. (3)

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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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Don’t Confuse Tools And Technology With Talent

Published by Daniel Morrison, Wealth Advisor

Just Google it.

There’s tons of information on the Internet these days. If you want to learn something, Google can give you an answer in seconds. It’s the world’s most comprehensive library—on steroids.  

In fact, many people are starting to rely on Google and other technology to solve their problems instead of hiring professional help. This is great if you want to learn to cook, play the piano, or fix your car without paying an expert. But sometimes it gives us a false sense of security.

Take investing for example. There are endless articles, calculators, money management applications, and even robo-advisors that can help you create a “DIY investment plan.” But when it comes to your financial security, is cutting out the need for a human advisor really a smart idea?

I don’t think so. In fact, I think it’s a huge mistake. Here’s why.

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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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The Top 4 Regrets In Retirement

Published by Ryan Cooley

What’s the first thing that comes to mind when you think about your golden years in retirement? Do you have the desire to travel? Are you simply looking forward to all the time and freedom you’ll have? Are you planning to spend more quality time with family? Most of the time, we look ahead with excitement, relishing the thought of slowing down and finally having all the time in the world to pursue passions and invest in relationships. But there’s a lot more to planning for retirement than just counting down the days until you turn 67. Read more