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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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The Evolution of Financial Advisors

Published by Paul West When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to ma …

Why I Chose To Be A Financial Advisor

Published by Teresa Milner We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . .

A Blog from a Dog: Nelly Carson Welcomes a Four-legged Intern

Published by Nelly Carson At Carson Wealth and Carson Group, we are GROWING. Not in the slow, leisurely way you meander down the sidewalk when taking your human for a walk, but in the fast, chasing after a mailman who has dared to step foot on your lawn kind of way. While it’s exciting to …

How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work …

Private Aviation 101

Published by Paul West Ladies and gentlemen, this is your captain speaking… These eight words have immense power. Occasionally, they are the precursor to an early arrival, but more often than not, they are the harbinger of turbulence, delayed flights and unexpected sprints through airline terminals.

Using the 3 Bucket Method to Save for Retirement

Published by Teresa Milner | LinkedIn We all know it’s important to save for retirement. But, with so many different account options and rules, what is the best one for you? In my attempt to make the complicated simple, I choose to educate my clients on a plan I refer to as the &#8220 …
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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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