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Taxation in Retirement

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers taxation in retirement.

A Lifelong Learning Adventure

What is Charitable Giving?
‘“The old adage says that serving is any combination of dollars, time, and knowledge. For me, “giving back” is not necessarily being the founder of a new organization or being on the front line directly impacting those in need, but indirectly as part of the advisory team.

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

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