‘Business as usual’: Coronavirus hasn’t hurt Omaha-area construction projects
It’s full speed ahead right now at many Omaha-area construction and redevelopment sites. Some might even be accelerated. That’s the word from multiple developers and construction leaders who said the novel coronavirus so far hasn’t deterred their local building projects — at least not those already underway. Full article on Omaha World Herald
Business Books Advisors are Turning to Amid the Coronavirus Crisis
These are troubling times — especially for financial advisors and their clients. Financial Planning asked advisors, wealth management executives and industry experts for book recommendations to help their peers deal with the inevitable doubt and uncertainty creeping into their lives — and those of their clients. Full article on Financial Planning
Crisis Presents Wealth-Boosting Opportunities
Amidst the turmoil unleashed by the coronavirus, financial advisors have been seizing on low interest rates and deflated stock prices to help clients minimize taxes and build more family wealth in the future. “With a much lower tax basis, that ability to convert now is in [clients’] favor,” Full article on Barron’s
Congress Will Let You Skip This Mandatory Withdrawal From Retirement Accounts
This year, retirees can skip required minimum distributions from their retirement savings. “For people with a retirement account and who don’t need the money right now, it’s helpful,” The legislation contains a range of additional relief measures, including permitting coronavirus-related withdrawals from retirement accounts. Full article on CNBC
Dow Closes in Bear Market Territory After W.H.O. Classifies Coronavirus as a Global Pandemic
The DOW closed in bear market territory and markets fall over 4.5% as the World Health Organization declared coronavirus a pandemic. Scott Kubie, Senior Investment Strategist at Carson Wealth joined Cheddar to break down the market close.
Money Mistakes to Avoid if You Remarry Later in Life
If you’re remarried or living with a significant other at midlife, managing your money together might look different than when you were younger. How can you best accomplish your goals and avoid both financial infidelity and fights over money? Here are five mistakes to avoid: Full article on Market Watch
Chic Eyeglasses, New Hit Songs, and Acronyms: How a 57-Year-Old Advisor Is Staying Current
More advisors are starting to realize it’s important to be seen as not only capable and experienced but also fully in touch and up to date with culture—especially if they want to attract new clients. This isn’t about 50 being the new 40 or even 30, but about finding a way to stay perpetually relevant. …
Markets Plunge On Coronavirus Fears After Wednesday Highs
Stocks dropped after Goldman Sachs warned that markets may be underestimating the impact of the coronavirus. The note comes after Apple, Adidas, Puma and many others warned their businesses could take a financial hit from the virus. We spoke to Scott Kubie, Senior Investment Strategist at Carson Wealth.
Carson Names Jamie Hopkins Managing Director of Carson Coaching
The Carson Group announced it has named Jamie P. Hopkins, its director of retirement research since January 2019, as managing director of Carson Coaching. Carson Group Coaching is a national financial advisor coaching and resource program, with over 1,200 coaching members and 5,000 graduates. Carson’s coaching program includes over 10 coaches with a combined 150 …
Seven Ways to Get More Out of Your Annual Financial Review
Meeting annually with your financial advisor is critical for helping you remain on track toward achieving your goals. Here are seven steps to get more out of your next annual financial review. Full Article on Forbes
The Secret to Finally Meeting Your Financial Goals
This year work smarter, not harder on yourself and your finances. Here are some interesting behavioral strategies to try, including temptation bundling. Full Article on Kiplinger