Carnegie Investment Counsel Blog

 

Retirement Readiness: Do You Have These 20 Key Components of a Strong Financial Plan?

Posted by Heidi Rose on May 28, 2020 11:00:00 AM

Financial planning encompasses a wide range of topics. Here is a preview of the easy 20 questions to find out your retirement readiness score. Take the full quiz, to get a handy printable list of tips you can use today.

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Topics: Financial Planning

How Do Wealth Management Firms Work?

Posted by Gary Wagner on May 12, 2020 2:30:00 PM

What services are offered by wealth management companies, and how can they help you reach your financial goals? How do these firms address current and future needs for you and your family?

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Topics: Financial Planning

Understanding IRAs to Maximize Your Options in Retirement

Posted by Byran Blackburn on May 7, 2020 11:30:00 AM

Individual retirement accounts (IRAs) are tax-advantaged savings plans designed to assist people in funding their retirement. Created by an act of Congress in 1974, these accounts became significantly more popular following another government act in 1981 that allowed all working taxpayers to establish IRAs.

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Topics: Financial Planning

Our Carnegie Cares Challenge

Posted by Mindy Mackey on Apr 30, 2020 1:30:00 PM

For the past few weeks it has not been business as usual for anyone. Schools are closed, retailers are locked up, restaurants shuttered, industries barred from producing. Only essential services can operate. People feel stuck and, at times, afraid.

One thing for sure is that our positive actions can brighten someone’s day or make a difference. At Carnegie Investment Counsel, we initiated a Carnegie Cares program to make donations for those most in need during this difficult time.

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Topics: Financial Planning

What Happens Next?

Posted by Raz Pounardjian on Apr 24, 2020 10:00:00 AM

I saw an interesting prediction on Twitter a couple of weeks ago and it made me think of a quote from Amazon founder and CEO, Jeff Bezos: “What’s going to change in the next 10 years? And that is a very interesting question; it's a very common one. I almost never get the question: 'What's not going to change in the next 10 years?'”

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Topics: Financial Planning

Financial Planning for Families Living with Parkinson's

Posted by Donald L Haisman, CFP® on Apr 21, 2020 11:45:00 AM

How It Happened: My Personal Parkinson’s Story as originally published in the Parkinson’s Journal 

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Topics: Financial Planning

7 Ways to Simplify Finances Before Retirement

Posted by Gary Wagner on Apr 14, 2020 11:29:00 AM

As you approach retirement, organizing your finances will be one of the most critical steps you take when beginning your transition out of the workplace. There are plenty of retirement planning tips and philosophies out there, but many people in their 50s with $500k or more saved don’t yet know how to simplify their finances before retirement.

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Topics: Financial Planning

Tax Season Senior Scams Alert - 8 New (and Age-Old) Financial Scams to Watch For

Posted by Gary Wagner on Apr 7, 2020 12:05:07 PM

Sadly, tax season is a prime time for scammers to target senior citizens. Here are eight common scams making the rounds this year. Please share them with older relatives, friends and everyone else: Awareness is a primary component of stopping these threats.

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Topics: Financial Planning

5 Savvy Moves During a Bear Market

Posted by Gary Wagner on Mar 30, 2020 3:30:00 PM



What should we do in a bear market? That’s the question we’ve been hearing a lot these last few days. Here are five ideas for things you can do right now to set yourself up for success in the days ahead.

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Topics: Financial Planning

Personal + Finance: 6 Big Life Events When You Should Call Your Financial Advisor

Posted by Linda Fousek on Mar 25, 2020 10:00:00 AM

Our feelings and finances are often intertwined. As advisors, when we meet with clients, most of the time we spend more time discussing the personal side of finance than the dollars and cents.

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Topics: Financial Planning

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