Author archives for Andrew Rogers

    What Does Your Retirement Look Like?

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    What Does Your Retirement Look Like?

    Published by Jake Bleicher When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, …

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    Seven Sins of Divorce

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    Seven Sins of Divorce

    Published by Mark Petersen Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to …

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    How To Choose The Right Investment Professional For You

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    How To Choose The Right Investment Professional For You

    Published by Andrew Rogers, Strategic Opportunities Associate If you are anything like me, what you want to do with your money and what you should do with your money are almost the exact same list in the completely opposite order.

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    Leaving a Larger than Life Legacy

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    Leaving a Larger than Life Legacy

    Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …

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    The Power of Books

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    The Power of Books

    Published by Andrew Rogers, Strategic Opportunities Associate I recently returned from a 44-day trip backpacking around Europe with my Fiancé, Maggie, after we graduated from Creighton University. After visiting 19 cities in nine countries and taking 18 trains, seven planes, two boats and o …

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    Asset Management for the Next Generation

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    Asset Management for the Next Generation

    Published by Andrew Rogers Financial Advisors around the country are talking about the massive transfer of wealth that is going to take place over the next 30 years, with an estimated $30 trillion transferring from Baby Boomers to Generation X to Millennials.

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    Getting to Know: Jane Vlcek

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    Getting to Know: Jane Vlcek

    Published by Jane Vlcek I started working for Carson Wealth as the Director of First Impressions in January of 1999. Over the years, I have developed so many wonderful relationships with our clients.

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    What is the Difference Between a Will & Trust?

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    What is the Difference Between a Will & Trust?

    Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, …

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    What True Wealth Means to Me

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    What True Wealth Means to Me

    Published by Jason Comes | @Jason_Comes Wealth…What does it mean to you?  I ask this to clients and get many different answers.  It means different things to different people. One client said they didn’t think they were in the category of “wealth” as they thought you had t …

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    Beneficiary Designation – Yes, It’s Important!

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    Beneficiary Designation – Yes, It’s Important!

    Published by Teresa Milner There is a very important aspect of your life that you need to plan: beneficiary designations. Keeping your beneficiary designations up to date so your assets go to the loved ones you choose is an important aspect of your planning which is often ignored and/or overlooked. 

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