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retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

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The Week Ahead – May 6, 2019 – Do your investments match your risk tolerance?

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. Read more

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A Blog From A Dog: 4 Features That Home Buyers Want

Dear Humans,

There is something vitally important that you must know! Namely, the misconception of the so-called “dog house.” While the phrase “dog house” conjures up pleasant images of a small dog-sized house, complete with a never-ending dog bowl, a super comfy bed, and even beef-scented air fresheners, this could not be farther from the truth! Read more

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The Cost of Procrastination

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

“Are you aware the registration on your car has expired?” Read more

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Do Your Investments Match Your Risk Tolerance?

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. Read more

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Searching for Health Coverage in the Years Before Medicare

If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage. Read more

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The Snowball Effect

Have you been saving for retirement for a decade or more? In the foreseeable future, something terrific is likely to happen with your IRA or your workplace retirement plan account. At some point, its yearly earnings should begin to exceed your yearly contributions.  Read more

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The Week Ahead – April 29, 2019 – Read about your 2019 financial to-do list and learn about retirement facts

What financial, business, or life priorities do you need to address for 2019?

Read more

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A Retirement Fact Sheet

Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Read more

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Beware of Lifestyle Creep

“Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Read more