Insights

You just met with your HR team, who shared with you the good news: You’re eligible to own employee stock in your company! An incredible benefit, especially since you feel that you can impact how well your company stock performs, either directly or indirectly. But you walk out of the meeting …

Unfortunately, there will likely be a surge in divorces as a result of the stress related to Covid-19. Divorce is one of the most emotional chapters in someone’s life, and getting guidance through such a time is invaluable. Ending your marriage means you need to paint a realistic picture of …

“It is our choices, Harry, that show what we truly are, far more than our abilities.” – Albus Dumbledore, in “Harry Potter and the Chamber of Secrets” by J.K. Rowling How do you get from here to there? Every day we are faced with so many choices of what to do with our time. Get …

In the financial world, when evaluating a family’s overall financial situation, we manage risk and we work to prevent something bad from happening to us. We work to not give up the big play, an unfortunate event that could derail a family’s retirement plan.

Learn the qualities and certifications to look for, and how to choose the right financial advisor you can trust with your financial future, from the experts at Carson Wealth.

The last several months have tested us in almost every aspect of life. Markets continue to swing back and forth. For some, the workplace has moved to the home, while others are navigating a return to the office. Investors are wading through the emotions that come with life-altering challeng …

Selling real estate can be confusing, time-consuming and sometimes emotional. There are real dollars at play, so the stakes are high, but even so, it’s easy to overlook key considerations as you start the process. Be sure to ask yourself these five critical questions.

Life has already changed under COVID-19 in big and small ways. Think about the restaurants and retail stores that have adapted to accommodate online orders and curbside pickups. Think about shoppers and clerks wearing masks at the grocery store. Think about the number of businesses that hav …

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your finan …

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.