In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.
By Jamie Hopkins, Director of Retirement Research Get ready for a new normal. With the SECURE Act comes the demise of the stretch strategy – and that could cost…
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be
By Jamie Hopkins, Director of Retirement Research As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement…
The Progression of Financial Planning Through Every Decade of Your Life
By Jamie Hopkins Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and…
5 Reasons to Think About Long-Term Care Planning Today
By Jamie Hopkins, Director of Retirement Research at Carson Group I once received an email from a family friend about long-term care insurance. He was frustrated…
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?
By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The Tax Cuts and Jobs Act was the single largest tax reform legislation…
Future Funding of Social Security Is A Pivotal Piece To Retirement Security
By Jamie Hopkins You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having…
Everyone Offers Retirement Income Planning These Days. What’s so Special About Carson Wealth’s Approach?
By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research We use the “bucket approach” to retirement income planning. Let me…
Jamie Hopkins on “Stacking Benjamins”
Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything…
Only 26% Of Older Americans Are Retirement-Literate — Find Out If You Can Do Better
A recently published research study in the Journal of Financial Planning shows that financial literacy has a huge impact on having a more financially secure…