3 Aspects of Retirement Affected by Divorce
Divorce rates for people age 50 and over have doubled since 1990, according to...
The Progression of Financial Planning Through Every Decade of Your Life
By Jamie Hopkins
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt?
Key Takeaways from the SEC’s Reg BI Rules Package
After an almost decade-long wait from the SEC, the commission moved forward rule changes...
What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want
“Avatar” and “Avengers: Endgame” sit as No. 1 and No. 2 on the list...
How to Combat Growing Advisor Burnout
Fluctuating markets, discussions of Social Security shortfalls, and health care constantly under pressure is...
5 Reasons to Think About Long-Term Care Planning Today
By Jamie Hopkins, Director of Retirement Research at Carson Group
I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy.
One Retirement Risk Few People Talk About
Retirement is full of risks and hurdles, as it can span 30 or 40...
Three Retirement Planning Needs Everyone Has
Every retirement is unique. An individual’s situation – where they live, their health, their...
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?
By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The...
Future Funding of Social Security Is A Pivotal Piece To Retirement Security
By Jamie Hopkins
You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.
Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?
For many Americans, their financial planning goals can be broken down into two periods:...
Comparing The 3 Most Popular Retirement Income Strategies
Is there a retirement crisis? The debate centers on how much people have saved...
Everyone Offers Retirement Income Planning These Days. What’s so Special About Carson Wealth’s Approach?
By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research We...
2019: The Year of Retirement Reform
President Trump and Congress made their mark on the United States in 2017 with...
How to Handle a Client with Low Risk Tolerance
Risk tolerance questionnaires, scores and levels are a big focus right now in retirement...
Jamie Hopkins on Stay Wealthy
Think you don’t have anything of value online? Think again. The reality is, almost everyone who...
