Insights

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research  We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU an …

By Craig Lemoine, Director of Consumer Investment Research   I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the educ …

Craig Lemoine, Director of Consumer Investment Research      Ask kids what they think money is, and you get some interesting responses.  Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …

Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new. 

Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, and Tom Fridich, Senior Wealth Planner, as they dive into leveraging life insurance as a financial planning tool.

By Craig Lemoine, Director of Consumer Investment Research   Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 re …

By Matt Lewis, Vice President, Insurance  Just because we express a desire to do something, doesn’t mean we’ll do it.  

Beth Schanou, Senior Wealth Planner   Finances can be difficult to talk about – especially with your parents when they need your financial help.

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, as they cover college savings tactics for the savvy investor.