Scheduling Time for Future Success

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Beth Schanou, Director of Wealth and Estate Planning

Does it ever feel like time gets away from you? For those with kids, life goes from the blur of taking care of an infant where there is no separation of day and night, days become weeks and, before you know it, a first birthday celebration is on the horizon. Soon thereafter, school is beginning followed by sports and activities further filling up the calendar. And the milestones continue with thoughts that you cannot believe your child is really that old; where have the years gone?!

Many people go through their usual daily routine and find it takes all of their time and energy just to keep up with life’s demands, never mind actions needed to proactively impact their future in a positive way. With so much to manage in the short-term, it can be tough to have a long-term perspective.

The Carson Wealth Management Wealth Enhancement Team helps our clients keep a long-term perspective. We focus on long-term goals and planning as well as consider risks that could happen tomorrow or years into the future with potential to negatively impact your financial security. Planning can address retirement, life insurance, disability insurance, long term care insurance, estate planning, estate tax planning and other tax planning strategies. Plans need to be implemented in advance for the best opportunity for a good outcome.

Some events such as retirement and death can seem so far into the future or even unimaginable and lead you to believe there is plenty of time to think about retirement and estate planning later. When it comes to risk management, you can be overcome with what’s called Optimism Bias where it is believed you will be healthier than average, not require any long term care, or overestimate your life span. [i]

Often the unexpected does happen. While you cannot plan for every possible contingency, occasionally you need to take a step back from life’s daily commitments and consider your long term future to give you and your family the best chance for long term success.

Contact a Wealth Advisor Today 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

1 2 3 85 86 87

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation