Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important

By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.

Every Medicare Coverage Option, Explained

By Nathaniel McKissick Reaching 65 years of age is a huge milestone, and certainly one worth celebrating. You’ve reached the venerable golden years of your life and you’re nearing retirement. However, a deadline comes along with this revered milestone. It’s time to enroll in Medicare.

Understanding the Basics of Long-Term Care Insurance

By Nathaniel McKissick No one likes getting old, it’s true. Unfortunately, it’s a fact of life, and about as certain as taxation. According to the Administration on Aging, 70% of people 65 or older will require long-term care in some capacity.[1] This care can be day care or an assisted liv …

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Medicare Time – Now What? Things to Know as You Start Out

By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …

8 Must-Know Retirement Deadlines

Once you turn 50, milestones for all things retirement start looming over our heads: Medicare, IRAs, ROTHs, 401(k)s or 403(b)s, and Social Security.

10 Ideas for Making Friends in Retirement

Retirement is a time that is often hailed as the “Golden Years” – a phase of life where we have more time to cultivate old and new relationships, explore interests, travel, and do whatever our hearts desire! However, it can also be hard to socialize and make new friends in retirement, as we …

Are You Prepared for a 30 Year Retirement?

The average life expectancy has increased by more than six years since 2000. That means, according to the World Health Organization, that men and women are – on average – living to reach the age of 73 years old.

10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like.

5 Common Retirement Planning Mistakes

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Your Retirement Income Plan

Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand. 

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

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

Contact Us