Category: Goal Setting

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    3 Steps to Financial Independence: Ready Yourself for Retirement

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    3 Steps to Financial Independence: Ready Yourself for Retirement

    The most basic goal should be to arrive at “your figure” for financial independence – or as I like to say, that time when I can work because I feel like it and not because I must. The problem is, many people aren’t hitting that goal – or even know how to set that goal.

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    Financial Planning Is About the “Why”

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    Financial Planning Is About the “Why”

    Published by Brad Dillon Many of my clients and prospects confuse financial planning with investment management. There are countless financial professionals touting their expertise regarding investments, and in my 20 years in the profession I have had many conversations with prospective cli …

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    How To Know What Your Goals Are

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    How To Know What Your Goals Are

    Have you ever asked a child what they want to have when they grow up? Believe me, you’ll typically get some entertaining answers. And better yet, keep asking “Anything else?” There’s always more. A few examples of responses you might get look like:

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    Millennial vs. Boomer: Deciding the Big One

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    Millennial vs. Boomer: Deciding the Big One

    Published by Mark Petersen & Alexis Rauschkolb No! Even though Alexis Rauschkolb works in Carson Wealth’s San Francisco Bay Area office, we are not debating the next big earthquake in California. Carson Wealth Management spends a lot of time thinking about “Next Generation” …

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    Leaving a Larger than Life Legacy

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    Leaving a Larger than Life Legacy

    Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …

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    The Most Important Lesson to Remember When Starting Your New Job

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    The Most Important Lesson to Remember When Starting Your New Job

    Often times we begin a new job with a strong amount of motivation, a bit of nervousness and an excitement that drives us into the office with a smile on our face.

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    Asset Management for the Next Generation

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    Asset Management for the Next Generation

    Published by Andrew Rogers Financial Advisors around the country are talking about the massive transfer of wealth that is going to take place over the next 30 years, with an estimated $30 trillion transferring from Baby Boomers to Generation X to Millennials.

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    How Saying ‘No’ Can Help You Thrive

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    How Saying ‘No’ Can Help You Thrive

    Published by Ron Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.” 

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