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The term “The Greatest Generation” comes from the title of the 1998 book by journalist Tom Brokaw about the generation of Americans who came of age during World War II. Speaking of their service, Brokaw wrote: “these men and women fought not for fame or recognition, but because it was the right thing to do.”  Members of this generation were also, by …

Albert Einstein, iconic genius and one of the greatest minds of the last century, had one puzzle he found baffling: “The hardest thing in the world to understand is the income tax.” If he found taxes enigmatic, it’s no surprise that the rest of us have difficulty following along. The end of the year offers …

Earlier this month, I wrote about ways to reduce college costs and avoid a lifetime of debt. But what if you’re already in the trenches with a mountain of student loan debt? Now what? According to the U.S. Federal Reserve, student loan debt reached an unprecedented $1.56 trillion in 2019, impacting roughly 44 million Americans. Let’s put …

Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. But it’s not just freewheeling entertainers. Abraham Lincoln – a lawyer by trade – didn’t have one either, which leads me …

College costs continue to rise faster than the rate of inflation and it has become increasingly challenging for students and their families to pursue important education planning goals. According to the College Board, between 2008 and 2019, in-state tuition and fees at public four-year institutions rose at an average, inflation-adjusted rate of 3.1% per year, more …

One of the biggest risks for retirees who want to generate their retirement income from a volatile investment portfolio is large negative returns early in retirement. We often call this sequence of returns risk. When you withdraw money from an investment portfolio, negative returns early in retirement can cause the portfolio to fail faster than …

The Stevie® Awards for Women in Business are open to all organizations worldwide, and recognize the achievements of women executives, entrepreneurs, and the organizations they run. The 2019 awards were presented at the 16th annual awards dinner on Friday, November 15 in New York City. In the most highly contested category of the evening, Carson …

With holiday spending projected to top the $1 trillion mark this year, we can see the rush for the latest stuff in full fury. But before we strap on our crash helmets to brave the holiday shopping hordes, can we think of the lasting impact a gift may have? Are we making a connection or just giving stuff? Full …

The Charles Schwab Corp. shocked the RIA world by reportedly inking a $26 billion deal for TD Ameritrade that vaults the combined RIA custodian to $2.1 trillion in managed assets and signals the arrival of long-expected industry shakeout. Check and mate, says Jud Mackrill, chief marketing officer of Omaha, Neb.-based RIA, Carson Group, in a tweet discussing the news. “Schwab …

Omaha-based Firm Earns National Recognition for Leadership in Corporate Philanthropy Omaha, Neb. – December 12, 2019 – Carson Group, a family of companies committed to being the most trusted for financial advice and guidance through serving advisors and investors, has been announced as one of twenty financial advisory firms selected for the Invest in Others …

For individual advisers, social media is a great way to amplify their unique voice, personality and expertise among retail investors. But that doesn’t mean they should get all the fun. Broker-dealers, asset managers and other businesses that market to advisory firms increasingly are using social media to connect with financial advisers. Full Article on InvestmentNews