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Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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My Top Money Saving Tips

Published by Shayla Kriha, Relationship Manager We all know saving money is not the most exciting or even the easiest thing to do, but we all know that it’s important to do! Over my years at Carson Wealth, I have learned lots of ways to help save money.

Spending Habits of Thirty-Somethings: How Do You Measure Up?

No matter how delayed your maturity was or if you were one of the few responsible twenty-year-olds, you can’t deny it; you are now an adult. Measuring up used to be called “Keeping up with the Joneses” and now it is called “social media scrolling.”

What Is Your Number?

Published by Mark Petersen, CPA, CFP® “What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Famil …

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one …

Without A Plan

Published By Michele Schreck, Wealth Advisor Do you have a plan for your financial future? Life happens and we may not always work on our financial priorities until we are nearing retirement. Suddenly, you’re left asking yourself, “I want to retire in a few years, will I be okay? Can I do t …

Dreamweaver Auction Is Live!

Dreamweaver Foundation is five years of making dreams come true for terminally ill seniors in the Greater Omaha Area by hosting their first fundraising event, presented by Pinnacle Bank. In the past, Dreamweaver has hosted an online auction that has raised over $1 million in its history and …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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