Posted on May 26, 2022
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 …
Posted on March 25, 2022
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.
Posted on August 6, 2021
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 …
Posted on August 2, 2021
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 …
