Carson Wealth Expands Montana Presence with the Addition of True North Financial
Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. This collaboration establishes Carson’s second Billings location. The six-person team, led by mana …
Carson Wealth Expands Presence in Three States
Carson Wealth today announced its acquisition of three Carson Wealth locations in Hagerstown, Maryland, Atlanta, Georgia and Johnson City, Tennessee. The move expands Carson Wealth’s footprint in the East, strengthening the firm’s position in the wealth management market. Led by …
Congratulations to Our 2024 Forbes Best-in-State Wealth Advisors
Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional servi …
Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management
Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., just outside of the firm’s headquarters in Omaha. The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and J …
5 Common Retirement Fears and How to Overcome Them
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done i …
Do I Need a Financial Advisor? How to Know What You Need Now
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money. …
Do You Have a Cognitive Decline Plan?
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group My paternal grandmother was the type of woman who was always bustling with activity, whether it was hosting post-church lunches every Sunday or helping a neighbor in need. So, it was a bit …
Carson Wealth Expands East: $180M Firm Paves the Way for Growth in New Hampshire and Vermont
Carson Wealth is expanding into the East with the addition of two new offices in Hanover, New Hampshire, and Chester, Vermont. The move comes as part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded to Carson Wealth. These will be the first Carson Wealt …
How to Stick to New Year’s Resolutions
Picture this: My husband and I are squeezing in workouts by power walking at the gym where our daughter’s swim team practices. Normally, the brisk walks get our heart rates up and, after several laps around the indoor track, we’ve broken a sweat. In January, though, we find ourselves dodgin …
From Breadwinner to Retiree: How to Manage the Transition
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group While some people leap into retirement with joy, delighting in the freedom to pursue their passions or spend time with the people they love, others struggle to get their footing. They’ …
‘Tis The Season (For Open Enrollment): How to Pick the Right Options for Your Family
Life is busy, and sometimes we don’t the time (or the headspace) to make the savviest money moves. But if there ever is a time to roll up your sleeves and learn more, it’s during open enrollment —that period of time at the end of the year when you can sign up for new benefits …
