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Finding Hope in the Move to Assisted Living

For many seniors and their families, the thought of moving into assisted living feels overwhelming. It can seem like a loss of independence—or worse, as though it’s the “last stop” in life’s journey. That perception can bring sadness, resistance, and fear. But the truth is, assisted living …

Introducing ‘Confidently Navigating Life Transitions’

Over the past several months, I’ve had the privilege of spending time with two highly respected professionals, exploring how best to support clients as they move through significant life transitions. Both of these women are longtime friends—individuals I’ve admired for decades, both profess …

The Glass Half Full — Is This 1999 Again? (Ep. 011)

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …

What to Do with Your Money 1, 5, and 10 Years Before Retirement

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …

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