Leveraging Life Insurance as a Financial Planning Tool

Watch our on-demand webinar, “Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning” featuring Carson Group’s Vice President, Insurance Matt Lewis and Manager & Senior Wealth Planner Tom Fridrich. 

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 …

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 …

Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. 

In recent months, artificial intelligence (AI) has swept the digital landscape, lauded for its ability to streamline work and task automation, and data analysis. Despite the depiction of AI in films like “I, Robot” and “Deus Ex Machina,” it can provide a multitude of benefits inside and out …

Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand. 

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.

By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …

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.