As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner …
Welcome to fall, almost everyone’s favorite time of the year. School starts up, the colors change, and football at all levels kicks into high gear. Growing up in the Midwest, and having been both a high school and college football coach in the past, I see a very distinct similarity between …
Planning is important to make sure your financial house is in order. It is vital to know where you are today, where you want to be in the future and to have a game plan on how to get there. Many times we overlook one of the most sacred financial documents when devising this plan …
In this edition of Mitlin Minute we discuss “Hidden money….maximizing all your benefits”. Have you look at area that you may be able to obtain hidden money? I recently checked the NYS Unclaimed Funds and found they were holding monies for me. In addition, …
I recently had the opportunity to be a guest on the ArrowLight Podcast with Chad Gravallese. This podcast gave me the opportunity to discuss many of the tenants I use in building relationship with people. I hope you find this episode interesting and of value. In today’s conversa …
Published by Mark Petersen, CPA, CFP® “What is your number?” is a question one frequently hears in the financial services industry. It may refer to many different things, depending upon the company with whom one is working. At Carson Wealth Management Group, your number refers to your Famil …
