Working Toward Your Own Financial “Happily Ever After”
Think about all those romantic holiday movies you’ve seen. The characters, challenges, and goals differ in each, but they almost always end with a “happily ever after.” What if we viewed our financial journey through the same lens? Sure, we can skip the fake snow and cheesy moments, b …
First Meeting with an Advisor
Carson Wealth’s Jamie Yeisley, Associate Wealth Advisor shares what to expect when you meet with an advisor for the first time.
Behavioral Finance
Carson Wealth’s Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ Senior Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ Managing Partner, Wealth Advisor discuss the importance of Behavior Finance.
Estate Planning at 18
Carson Wealth’s Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ, Senior Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ, Managing Partner, Wealth Advisor discuss Estate Planning when you turn 18.
Social Security
Carson Wealth’s Justin Schultes, CFP®, AIF®, MBA Partner and Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Social Security. Justin Schultes, CFP®, AIF®, MBA Partner, Wealth Advisor Jamie Yeisley Associate Wealth Advisor
A Season of Gratitude, Celebrations, and Forward Thinking
As we wrap up 2024, we’re filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. Here’s a glimpse o …
Women Led Strategies
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be su …
Tax Solutions (AQR)
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million …
Estate Planning
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up.
Importance of a Binder
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of keeping a binder of your personal information.
