Category: Wealth Management

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    How Can I Donate in the Most Efficient Way Possible?

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    How Can I Donate in the Most Efficient Way Possible?

    There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

    By Jamie Hopkins Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

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    4 Steps to a Retirement Savings Plan that Goes Beyond your 401(k)

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    4 Steps to a Retirement Savings Plan that Goes Beyond your 401(k)

    I had first met him and his family a few months back. He’s in his late 60s, but you would never have guessed it – there’s an abundant energy and youth about him. In that initial meeting, he stated that he would never retire.

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    What Is Your Number?

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    What Is Your Number?

    Published by Mark Petersen, CPA, CFP® “What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Famil …

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    Where There Is A Will – There Is A Way

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    Where There Is A Will – There Is A Way

    Published by Cliff York Statistics show that humans have a 100% mortality rate. Yet, nearly 6 out of 10 of Americans are unprepared for the inevitable*. End of life planning isn’t fun. It can seem morbid, depressing and even a little scary. But, it’s also a critical aspect of managing your …

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    4 Easy Ways to Diversify Your Investments

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    4 Easy Ways to Diversify Your Investments

    Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …

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    Comfort: A Word We Need To Think About For Our Families

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    Comfort: A Word We Need To Think About For Our Families

    Published By B. Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid becau …

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    How Men and Women Differ with Finances

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    How Men and Women Differ with Finances

    Marital status is a key factor in their differences, which in turn affects their mindset. Lastly, where men and women believe they are in their life, depending on their age and expectations, is a huge catalyst for moving forward in their financial journey.

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    How Emotional Decisions Can Ruin Your Investment Strategy

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    How Emotional Decisions Can Ruin Your Investment Strategy

    More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of …

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    Millennial vs. Boomer: Deciding the Big One

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    Millennial vs. Boomer: Deciding the Big One

    Published by Mark Petersen & Alexis Rauschkolb No! Even though Alexis Rauschkolb works in Carson Wealth’s San Francisco Bay Area office, we are not debating the next big earthquake in California. Carson Wealth Management spends a lot of time thinking about “Next Generation” …

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