Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
A Resource for Investors.
An Asset for Advisors.
GET TO KNOW
Jamie Hopkins
Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
Purposeful Approach
An Asset for Advisors
An advisor for advisors, Jamie specializes in modern retirement income planning, estate planning and tax efficiency. Help your clients get the most out of their retirement income.
A Resource for Investors
Are you ready for retirement or hope to get there one day? Get the most recent advice from Jamie on retirement income planning, estate planning and tax efficiency – and prepare for life after your career.
FOR INVESTORS
Understanding the SECURE Act
In this resource, Jamie Hopkins explains the full impact of the SECURE Act and how it affects required minimum distributions. Do you have an inherited 401(k), IRA or other retirement account? Your RMDs may be significantly changing.
REWIREMENT
Rewiring the Way You Think About Retirement!
You’ve been dutifully putting aside money for retirement, but what happens when that time arrives? How can you stretch your limited savings through decades of retirement? Retirement income planning takes a different mindset than retirement savings, but switching to a spending mentality can be difficult due to a number of behavioral finance biases and misconceptions. This book can help you overcome those biases en route to a more successful financial future.
THE LATEST
From Jamie Hopkins
Dr. Daralee Barbera: The Access Point to Financial Literacy
In today’s episode of Framework, Jamie talks with Dr. Daralee Barbera, the President of Diversified Professional Coaching, LLC. Dr. Daralee Barbera is a professor,…
Laurence Kotlikoff: An Economist’s Take on Personal Finance, Taxes, and Retirement Planning
On today’s episode of Framework, Jamie chats with Laurence Kotlikoff, a Professor of Economics at Boston University. Laurence is an academic and a politician…
Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements
On today’s episode of Framework, Jamie talks with Phyllis Borzi, Former Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) during…
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Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.
Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.