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My Favorite Financial Planning Tool

Published by Ron Carson The digital world is filled with fnancial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement. The challenge with many financial planning tools is that they don’t give you the whole picture in one place. You can see pieces of the puzzle, but it is hard to figure out how much they contribute to your net worth or toward achieving the goals that really matter to you. And often, when you use financial planning tools, there is a risk to your privacy. Some sites and apps are more secure than others, and it is hard to assess what they are really doing to protect your personal information. At Carson Wealth Management, we offer our clients an alternative. Our Client Experience Optimizer, which has become my favorite financial planning tool, is a digital dashboard that allows clients to get an instant look at how their investments are doing. It provides constant transparency into our performance as wealth managers. Clients can not only see the returns on their investments, but also their net worth at any given moment. It is easy to see how the value of assets such as their home and savings outside of their retirement accounts, such as...

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Deluxe New Year’s Eve Package

Complete Package Includes: Overnight Accommodations for Two Early Check-In (2pm) and late Check-out (2pm) Bottle of Domestic Champagne and Chocolate Dipped Strawberries upon arrival Gourmet Four Course Prix Fixe Menu in Delmonico’s Steak House Breakfast Buffet on New Year’s Day for Two Valet Parking Complete Price for Two People $426.00 including tax and Gratuity Choice of One Appetizer • BUTTERNUT SQUASH SOUP, GINGER ESSENCE • BLUE POINT OYSTER TRIO, BLOOD ORANGE GELEE’ SHALLOT MIGNONETTE • SPANISH CHORIZO, MANCHEGO, BRIE, HOUSE MADE PICKLE, SLICED BAGUETTE Choice of One Salad • CAESAR SALAD – Romaine Hearts, Focaccia Croutons, Reggiano Parmesan • THE WEDGE – Baby Iceberg, Crumbled Blue Cheese, Bacon, Grape Tomato, Russian Dressing Choice of One Main Course per Person • BEEF TENDERLOIN FILET 80Z. CENTER CUT • ATLANTIC SALMON – Cannellini Bean Puree, Vegetable Ragout, Red Pepper Coulis • ROTISSERIE CHICKEN – Fall Root Vegetables, Thyme Sauce • VEGETARIAN – Lentil, Wild Mushrooms, Root Vegetable Ragout, Parsnip Puree Chef’s Choice sides to Share Choice of One Dessert • NEW YORK STYLE CHEESECAKE • CHOCOLATE GANACHE CAKE Extend the Festivities. Arrive Early or Stay Late. Arrive Saturday, December 30, 2017 or Stay Until Tuesday, January 2, 2018. Additional nights $99.00 plus tax, subject to availability. For Reservations Call 215.879.3399 Monday thru Friday 9AM-5:30PM Saturday’s 10AM-2PM BOOK...

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It’s Better to Give then to Receive

We all know the adage that it is better to give then to receive and, hopefully, for the sake of humanity, it is a characteristic that we may all integrate into our daily lives.  But how much better would it be to give strategically?  The Holidays bring on a sense of giving, compassion and an awareness of those that may need the assistance and support of others.  Couple this end of season/ Holiday phenomenon with the desire to reduce taxation and steer our dollars to the needy vs. the Tax Man and it is easy to understand why the...

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TAKING A BITE OUT OF THE “SANDWICH GENERATION

For many, welcome to the sandwich generation, those that are effectively “sandwiched” between the obligation to care for their aging parents – who may be ill, unable to perform various tasks or in need of financial support – and children, who require financial, physical and emotional support. The trends of increasing lifespans and having children at an older age have contributed to the sandwich generation phenomenon. Nearly half (47%) of adults in their 40s and 50s have a parent age 65 or older and are either raising a young child or financially supporting a grown child (age 18 or older)....

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