Insights News

Meeting annually with your financial advisor is critical for helping you remain on track toward achieving your goals. Here are seven steps to get more out of your next annual financial review. Full Article on Forbes

This year work smarter, not harder on yourself and your finances. Here are some interesting behavioral strategies to try, including temptation bundling. Full Article on Kiplinger

Half of Millennials expect to become millionaires at some stage in their lives, and most expect to retire around age 56. But in order to complete these ambitious goals, it’s important that they reach certain financial milestones first. Here are five realistic goals to complete by age 30 in order to make your next life …

Carson Group is adding $182m in assets to its RIA business by buying a stake in a newly merged five-advisor practice in North Carolina and Florida. Look back at some of the most significant RIA mergers, acquisitions and breakaways of the past month. Full article on City Wire

Is there a scarier word than “pandemic”? We reached out to the financial planners who contribute to our Wealth Creation channel to discover what they’re telling different types of clients. Here is what they had to say. Full article on Kiplinger

Carson Wealth announced that Iowa financial advisor Chris Graw has decided to join its Cedar Rapids office headed by Russ Nieland. Graw and his team of five manage $150 million, bringing the total amount of client assets at the Cedar Rapids office to about $650 million. Full article on Wealth Management

Carson Wealth says it’s added a financial advice practice overseeing $150 million. Financial advisor Chris Graw leads a five-person team, which will join forces with an established Carson Wealth office in Cedar Rapids, Iowa, according to a press release from the company. That office, headed by Russ Nieland, now oversees approximately $650 million for families …

There are still moves that IRA owners can make to help ease the transfer of their legacy to their chosen beneficiaries and save some money from the taxman. Full article on Kiplinger

Retirement planning professional Jamie Hopkins explains the financial fears related to the coronavirus. Watch on NBC Philadelphia

While the SECURE Act passed with a lot of bipartisan support in Congress and fanfare from financial services lobbyists, firms and trade associations, not all of the law’s provisions are encouraging for retirees. The new rules could cause tax increases, trust language issues and other retirement challenges if individuals are not engaged in proactive planning. …

Carson Group says it will cover technology platform costs for all its partner firms. The move is aimed at reducing the resources spent on evaluating platforms, according to Carson Group. Full article on Financial Advisor IQ