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    Everyone Offers Retirement Planning These Days. What’s so Special About Applied Financial Planning’s Approach?

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    Everyone Offers Retirement Planning These Days. What’s so Special About Applied Financial Planning’s Approach?

    We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …

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    5 Things to Consider When Facing a Life Defining Moment: Unexpected Job Transition

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    5 Things to Consider When Facing a Life Defining Moment: Unexpected Job Transition

    Published by Paul West Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happ …

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    The Surprising Truths We Learned About Gender Differences from Our Female Clients

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    The Surprising Truths We Learned About Gender Differences from Our Female Clients

    Published by Ron Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.

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    Creative Destruction!! Are You Ready?

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    Creative Destruction!! Are You Ready?

    Published by Ron Carson Joseph Schumpeter coined the idea of creative destruction in the 1940s. Despite many examples since then of innovators like Netflix crushing once-untouchable businesses like Blockbuster, much of the financial services industry still lives in denial of the threats we …

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    Achieving True Wealth

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    Achieving True Wealth

    When I think about True Wealth, I picture myself towards the end of my life looking back. I know that I really have reached True Wealth when I can be at peace with my life.

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    12 Grapes for New Year’s Eve

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    12 Grapes for New Year’s Eve

    What I will do is turn those wishes into something more; firm decisions to do something. I like to keep my resolutions as actions “to do” instead of “what not to do.” After many years of resolving to stop eating sweets, I have realized cookies will always be my downfall.

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    Adaptive Communications in Today’s Digital Age

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    Adaptive Communications in Today’s Digital Age

    Published by Ben Mathis With the maturation of more recent generations, the variety of audiences that we face day to day is more diverse than it has ever been. We find ourselves needing to effectively communicate across generations more than ever before.

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    Confessions of a Former Task Master

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    Confessions of a Former Task Master

    Published by Ron Carson People often ask me how I get away from the office so much. The truth is, I never worry about our team doing X, Y or Z when I am gone. They are harder on themselves than I am. Our culture is what happens when I’m not around.

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    Toss the Idea of Vacation and Embrace`Busy with Balance’

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    Toss the Idea of Vacation and Embrace`Busy with Balance’

    Published by Ron Carson When I first started my business, my wife Jeanie and I would usually schedule a week of vacation to have fun with the kids. I’d work my tail off to get caught up before we went. I was exhausted by the time we got there and was under pressure to have a …

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    Why You Shouldn’t Manage Your People Like “Robo Amazon”

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    Why You Shouldn’t Manage Your People Like “Robo Amazon”

    Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”

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