News

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
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Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Wealth management firm partners with Omaha company

Dynamic Legacy Planning, the wealth management firm based in Greenfield, Indiana, is to work with Carson Partners as a platform. The five-person team led by CEO and senior wealth advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. White, who has worked in fin …

Who’s Moving Where In Wealth Management? – Jason White, Carson

Dynamic Legacy Planning, the wealth management firm based in Greenfield, Indiana, is to work with Carson Partners as a platform. The five-person team led by CEO and senior wealth advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. White, who has worked in fin …

Who’s Moving Where In Wealth Management? – RBC Wealth Management, Carson

Dynamic Legacy Planning, the wealth management firm based in Greenfield, Indiana, is to work with Carson Partners as a platform. The five-person team led by CEO and senior wealth advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. White, who has worked in fin …

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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