Scheduling Time for Future Success

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Beth Schanou, Director of Wealth and Estate Planning

Does it ever feel like time gets away from you? For those with kids, life goes from the blur of taking care of an infant where there is no separation of day and night, days become weeks and, before you know it, a first birthday celebration is on the horizon. Soon thereafter, school is beginning followed by sports and activities further filling up the calendar. And the milestones continue with thoughts that you cannot believe your child is really that old; where have the years gone?!

Many people go through their usual daily routine and find it takes all of their time and energy just to keep up with life’s demands, never mind actions needed to proactively impact their future in a positive way. With so much to manage in the short-term, it can be tough to have a long-term perspective.

The Carson Wealth Management Wealth Enhancement Team helps our clients keep a long-term perspective. We focus on long-term goals and planning as well as consider risks that could happen tomorrow or years into the future with potential to negatively impact your financial security. Planning can address retirement, life insurance, disability insurance, long term care insurance, estate planning, estate tax planning and other tax planning strategies. Plans need to be implemented in advance for the best opportunity for a good outcome.

Some events such as retirement and death can seem so far into the future or even unimaginable and lead you to believe there is plenty of time to think about retirement and estate planning later. When it comes to risk management, you can be overcome with what’s called Optimism Bias where it is believed you will be healthier than average, not require any long term care, or overestimate your life span. [i]

Often the unexpected does happen. While you cannot plan for every possible contingency, occasionally you need to take a step back from life’s daily commitments and consider your long term future to give you and your family the best chance for long term success.

Contact a Wealth Advisor Today 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

5 Things To Know Now That The Bear Is Here

Dear Friends, It finally happened. On Monday, June 13th, the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. And then last week, the S&P 500 Index rebounded 6.46%, to bring the year-to-date return to -17.3%.   Here are 5 things to know ab …

Will There Be A June Swoon? Maybe, But Maybe Not

Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% on average. The good news though is …

Tips to Help You Stay Strong During Market Volatility

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 
1 2 3 210 211 212

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation