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Estate Planning in 2020

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Estate Planning in 2020

Our host Jamie Hopkins is the Director of Retirement Research at Carson and a nationally-recognized voice on retirement and estate planning. Click Here to Watch the Webinar

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An Investing Lesson From My 6 Year Old Daughter

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An Investing Lesson From My 6 Year Old Daughter

In this week’s video: Quote of the Week from famous investor Peter Lynch. Financial Tip of the Week – watch to hear a great story and investing lesson that happened with Chris’ 6 year old daughter.

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October: Why It’s Important To Know This History Lesson

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October: Why It’s Important To Know This History Lesson

In this week’s video: Quote of the Week from Darren Hardy Financial Tip of the Week – Find out which month is the most volatile in the stock market and why.

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Charitable Gift Planning Strategies for 2020

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Charitable Gift Planning Strategies for 2020

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

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Should You Invest In An Annuity?

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Should You Invest In An Annuity?

In this week’s video: Quote of the Week about your future and your actions today. Financial Tip of the Week on annuities.

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The Question I Always Ask New Clients

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The Question I Always Ask New Clients

In this week’s video: Quote of the Week Alan Lakein Financial Tip of the Week on financial planning and getting clear on what your goals are.

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Emotional Investing Leads To Bad Decisions

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Emotional Investing Leads To Bad Decisions

In this week’s video: Quote of the Week from Robert Kiyosaki, author of “Rich Dad, Poor Dad.” Financial tip of the week on making financial decisions based on emotions.

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What’s Happening with Life Insurance During the Pandemic

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What’s Happening with Life Insurance During the Pandemic

by Scott Roberts, Director of Insurance Strategy

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Rewirement: Rewiring The Way You Think About Retirement

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Rewirement: Rewiring The Way You Think About Retirement

Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

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Investment Options To Help Pay For College

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Investment Options To Help Pay For College

In this week’s video: Quote of the Week from Anonymous source about success Financial tip of the week – College Planning

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