Are Your Fears Stopping You From Attaining Your Goals (Both Financially and Personally)?
When you sit down to set your goals, do you also set your fears? Recently, I had the privilege to participate in a workshop with other financial advisors to help us improve in our respective roles.
Avoiding Extremes in Financial Planning (and in General!)
Years ago, a speaker at our church encouraged us to “avoid extremes.” Right away my mind went to sadness or anger and he addressed that. The part I didn’t see coming was to avoid extreme happiness or being extremely prideful.
4 Big Changes for Retirees after the SECURE Act
Dail Meikle The big news in year-end legislation is the long-anticipated SECURE Act was passed and will take effect on January 1st of 2020. The Act includes sweeping changes in several areas, including to Required Minimum Distributions, or RMDs, which affects many of you. Let’s looking at a …
Why I Became a Financial Advisor- A Tale of My Heroes
By: Jaymon Meikle Over the years I have been able to listen to some remarkable lectures from some very inspiring people. One of my all-time favorites is Simon Sinek. If you do not know who he is, you should look him up.
Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
5 Things to Consider When Facing a Life Defining Moment: Unexpected Job Transition
Published by Paul West Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happ …
The Surprising Truths We Learned About Gender Differences from Our Female Clients
Published by Ron Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.
Sushi and the Art of Stockpicking
Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …