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How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

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WISDOM FROM THE PAPERBOY

By: Josh Nelson

Although I had several jobs as a kid, one of my earliest jobs was a paperboy for the Cedar Falls-Waterloo Courier in my Iowa hometown. You might not think this required a lot, but it really did – especially for a 12-year old kid!

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THANK YOU!

Thank You

By: Josh Nelson

Last week we had three future potential clients come in for an initial meeting and all three had been introduced to us by existing clients.  I wanted to take a moment to tell all of you how grateful we are for these referrals!

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What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

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New Year, New Opportunities

By Josh Nelson

There is a lot going on in the financial world, and as a financial planner, I get excited because we love change!  The nice thing about being a financial professional is that every day I get to come to work, and the world changed a little bit.  The financial world changed.  The political environment changed.  Legislation passed. Certain things get said in the media that impacts the markets.  And then, of course, our lives change.  So I love my job.  I get to have a great impact on people’s lives every single day.  And I’ve never been more excited about my business, the financial planning industry, and helping clients.

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Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

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Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more

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Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners

Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Read more

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Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

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Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more