Insights
Blog
Reviewing and Updating Your Estate Plan
It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events.
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Blog
Be a Math Teacher and Prepare Your Clients for Success
One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.
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Blog
An Evening with Lars Larson
On Wednesday, September 14, 2016, Asset Advisors, LLC and several other local sponsors invited talk show radio host, Lars Larson, to come speak at Meridian High School. The auditorium was packed with over 370 guests!
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News
4 Reasons Why Oil Won’t Rise Over the Short Term
Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article.
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Blog
Complex Financial Planning
Today’s society is one of instant gratification. We are continuously connected. We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best?
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Videos
Estate Planning
Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.
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Free Guides
Estate Planning
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.
Blog
Estate Planning
Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen
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Infographics
Estate Planning
Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!
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Blog
Balancing College Funding with Retirement Savings
Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.
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