Scroll to top
© 2020, Jamie Hopkins Retirement by Carson

News


Category

Marguerita Cheng: Retirement Planning is Personal

Marguerita Cheng: Retirement Planning is Personal

The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global...

Jamie Hopkins August 11, 2022
Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

With life expectancies on the rise, retirement can now span decades. How can you...

Jamie Hopkins August 10, 2022
Mary Beth Franklin: Making Social Security Work for Clients

Mary Beth Franklin: Making Social Security Work for Clients

What role does Social Security play in a retirement income plan? In today’s episode...

Jamie Hopkins August 9, 2022
Robert Powell: Helping Advisors Reimagine Retirement Planning

Robert Powell: Helping Advisors Reimagine Retirement Planning

Retirement income planning is not a one-size-fits-all endeavor. Yet many advisors fail to use...

Jamie Hopkins August 8, 2022
Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com...

Jamie Hopkins August 2, 2022

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services 

Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. 

 

Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation and the deficit, according to a White House statement 

Jamie Hopkins August 2, 2022
Danielle Andrus: The Inside Scoop at the Journal of Financial Planning 

Danielle Andrus: The Inside Scoop at the Journal of Financial Planning 

For more than 40 years, the award-winning Journal of Financial Planning has helped financial...

Jamie Hopkins July 25, 2022
Kamila Elliott: Diversity Will Build a Stronger Profession

Kamila Elliott: Diversity Will Build a Stronger Profession

Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and...

Jamie Hopkins July 18, 2022
Diego A. Verdugo: Paying It Forward Yields Personal Dividends

Diego A. Verdugo: Paying It Forward Yields Personal Dividends

Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as...

Jamie Hopkins July 11, 2022
How Can a Financial Plan Help Relieve Stress? A Former-NFL Player’s Perspective

How Can a Financial Plan Help Relieve Stress? A Former-NFL Player’s Perspective

Jamie Hopkins, Managing Partner, Wealth Solutions 

Marques Ogden thinks back on 2013, when he was living in Raleigh, North Caroliona. He had no financial planning knowledge. He had no resources. He had no money. He had no savings.  

Jamie Hopkins July 5, 2022
Dr. Howard Liu: Reconnecting for Better Mental Health

Dr. Howard Liu: Reconnecting for Better Mental Health

Dr. Howard Liu has had a front-row seat to the mental health impacts of...

Jamie Hopkins July 5, 2022
Anthony Zhang: Turning Challenge into Opportunity

Anthony Zhang: Turning Challenge into Opportunity

Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine...

Jamie Hopkins June 27, 2022
Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Why do we make the decisions we do when it comes to money? In...

Jamie Hopkins June 24, 2022
Christine Benz: Breaking Down Retirement Income Planning Strategies

Christine Benz: Breaking Down Retirement Income Planning Strategies

What philosophy guides your clients’ retirement income planning? In today’s episode of Carson Group...

Jamie Hopkins June 24, 2022
Dr. Wade Pfau: Retirement Planning in a Changing World

Dr. Wade Pfau: Retirement Planning in a Changing World

In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Dr. Wade Pfau...

Jamie Hopkins June 23, 2022
Bonnie Treichel: Saving and Spending in Retirement

Bonnie Treichel: Saving and Spending in Retirement

In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Bonnie Treichel talks...

Jamie Hopkins June 22, 2022
Loading

Are You Secure in Your RMDs?

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