Insights

Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins to learn more about upcoming legislation could impact your financial plan.

Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins and Vice President of Insurance Matt Lewis to learn more about how life insurance should fit into your financial plan.

We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions: What is it? Wh …

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Carson’s Senior Wealth Planner Beth Schanou and Managing Partner of Wealth Solutions Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year.

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season.