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 …

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 …

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.

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.

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.

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 …

The Power of the Team

Growing up in the Atlanta, Georgia area, high school basketball is huge and there is top talent across the state. According to SBNation.com, the best high school basketball states in the nation are California, Georgia, Florida, New Jersey and Texas.

Business is the Key to Solving Global Issues

Published by Jake Bleicher Social media has increased public awareness of serious issues plaguing our world and also provides an outlet for citizens to share their opinions. Problems like malnutrition, lack of clean water, pollution, access to basic healthcare, inadequate education and many …

Sushi and the Art of Stockpicking

Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …

5 Ways To Make It Easy

Published by Paul West I was listening to the great Eagles song, Take it Easy, on iTunes Radio recently. The song made me reflect and think about what clients want to feel from the services provided by their Wealth Advisor and advisory firm.

Break Your “Boring Routine” by Asking “Why?”

This time of year is often characterized by both reflection of the past and contemplation of the future.  Looking back on early 2014, I recall feeling like many aspects of my day-to-day routine were a real drag for me. At the time, I did not enjoy getting up each morning to go to work, comi …

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