Author archives for Ron Carson

    How to Go from Making Money to Making Money Happen in Retirement

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    How to Go from Making Money to Making Money Happen in Retirement

    It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 

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    How to Decide the Best Place to Live When You Retire

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    How to Decide the Best Place to Live When You Retire

    One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

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    My Favorite Financial Planning Tool

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    My Favorite Financial Planning Tool

    Published by Ron Carson The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement.

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    Why I Became a Financial Advisor

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    Why I Became a Financial Advisor

    Published by Ron Carson People often ask me why I became a financial advisor and fiduciary. My answer usually surprises them. I grew up on a farm in Nebraska—but when I was a teen, my dad impressed on me that there wasn’t much future in running a farm. “You’re going to have to find somethin …

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    Protecting Your Wealth

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    Protecting Your Wealth

    Published By Ron Carson It’s a confusing time for ultra-high-net-worth investors who have already accumulated their wealth and need to protect it.

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    How Will You Measure Financial Goals in 2017?

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    How Will You Measure Financial Goals in 2017?

    Published By Ron Carson This is the time of year when many of us make resolutions and set big goals. Unfortunately, the promises we make to ourselves often get broken. Why? Many of us take the DIY approach, start out with great enthusiasm and, as life brings interruptions, gradually lose fo …

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    KPIs Run Amok

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    KPIs Run Amok

    Published By: Ron Carson | @rchusker In business, what gets measured gets done. That is why so many businesses set up key performance indicators (KPIs). So why did creating sales targets go so wrong for Wells Fargo, bring down CEO John Stumpf and lead to the bank’s $190 million settlement i …

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    The Surprising Truths We Learned About Gender Differences from Our Female Clients

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    The Surprising Truths We Learned About Gender Differences from Our Female Clients

    Published by Ron Carson For more than 25 years, our firm has relied on a client advisory council for candid feedback on how to better run our firm.

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    How Wealth Management Firms Can Thrive Amidst Chaos

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    How Wealth Management Firms Can Thrive Amidst Chaos

    By Ron Carson Back in 2009, at a speech in Scottsdale, Arizona, I told a group of 500 business owners, “Never have the opportunities to succeed been greater, nor have the distractions that can cause you to fail.” That statement is even truer today than it was then.

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    Are Your Customers Ready to “Brexit”?

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    Are Your Customers Ready to “Brexit”?

    Published by Ron Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.

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