Category: Financial Planning

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    planning through the decades


    The Progression of Financial Planning Through Every Decade of Your Life

    By Jamie Hopkins

    Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

    Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt? Read more

    estate planning, financial planning,


    Why You Need a Will (and You Need One Today)

    by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services

    Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

    The foundation of your estate plan is a Last Will and Testament. Read more

    long term care planning


    5 Reasons to Think About Long-Term Care Planning Today

    By Jamie Hopkins, Director of Retirement Research at Carson Group

    I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Read more

    financial resilience, financial planning, Abaris Financial Group, LLC, Concord, Massachusetts


    5 Ways to Pump Up Your Financial Resilience

    Even with the best financial planning, most of us will experience unexpected financial challenges. The stock market takes an unexpected downturn, you’re laid-off, a family member becomes ill, you live through a natural disaster – life happens and it can impact your finances. When it does, your financial resilience can make a real difference. Read more

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


    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


    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

    financial plan


    How to Live a Fulfilling Life – Your Financial Plan Can Help

    It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life. Read more

    financial checklist


    Time for a Financial Checkup? Use My Financial Fitness Checklist

    We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup. Read more

    joy factor


    Struggling with Financial Discipline? Use the Joy Factor

    Saving money is kind of like exercising, isn’t it? It’s something everyone agrees is important, yet it’s so hard stay motivated! Financial discipline isn’t a skill we’re born with and we’re surrounded by a society that promotes instant gratification, so it’s easy to make excuses. But that only makes you feel bad, because you’re not saving money like you know you should. There has to be a better way! Read more

    couple planning


    4 Secrets to Financial Planning for Couples

    As a financial life planner, there are times when I can feel the tension in the room when a couple doesn’t see eye-to-eye on a financial decision. Financial planning for couples can be difficult, especially since many couples simply don’t know how to talk to each other about money… so they avoid the subject. Then they walk into my office not realizing how completely out of sync they are with each other! Read more