Insights

Congratulations to Nik Aamlid, Wealth Advisor, for achieving his Chartered Advisor of Philanthropy designation! Where there is a heart for Philanthropy, there’s an even stronger calling to keep helping others grow. We are proud to see one of our very own continuing to make a difference in o …

Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, to learn more about why you might need to update your estate plan.

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

Our host Jamie Hopkins is the Director of Retirement Research at Carson and a nationally-recognized voice on retirement and estate planning.

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.”

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. 

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.