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How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The...

Jamie Hopkins May 8, 2019
Future Funding of Social Security Is A Pivotal Piece To Retirement Security

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

Jamie Hopkins April 29, 2019
Everyone Offers Retirement Income Planning These Days. What’s so Special About Carson Wealth’s Approach?

Everyone Offers Retirement Income Planning These Days. What’s so Special About Carson Wealth’s Approach?

By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research We...

Jamie Hopkins April 10, 2019
Jamie Hopkins on “Stacking Benjamins”

Jamie Hopkins on “Stacking Benjamins”

Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling (those rates “might not be what you think they’d be.”) On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

Jamie Hopkins March 19, 2019
Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

Jamie Hopkins January 28, 2019
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Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.
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