Meg Ronspies, Author at AAM Financial Planning and Investments - Page 4 of 6

March 3, 2017 |

1 min

Long-Term Care

Resource by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for th …

February 27, 2017 |

2 min

Helping Your Loved Ones with Long Term Care

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – esp …

January 30, 2017 |

3 min

Charitable Planning with a Donor-Advised Fund

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of …

December 27, 2016 |

5 min

Seven Financial Actions to Consider Before 2017

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven ac …

December 14, 2016 |

2 min

Did you lock that mortgage rate in? Did you move from stocks to bonds?

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Published by Jason Comes, Wealth Advisor Most voters were caught off-guard last month when President Elect Donald Trump won the election. And yes, many Wall Street firms were wrong about their stock market predictions if Trump won as well. After the initial election night scare, all of the …

November 28, 2016 |

3 min

Conviction: A Portfolio Manager’s Secret Weapon

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on …

November 14, 2016 |

3 min

President-Elect Trump’s Tax Plan: What We’ll Be Watching

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

We’ve heard the candidates’ positions on several issues during the period leading up to the 2016 Election, and with his win Tuesday night, we’ll be keeping a keen eye on whether President-Elect Trump makes progress on his proposals, especially considering the GOP maintained its majority in …

October 31, 2016 |

2 min

Reviewing and Updating Your Estate Plan

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. …

October 21, 2016 |

2 min

A True Wealth Moment

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

Have you ever had a moment when it seems like time stops for a second and you say to yourself, “wow…this is awesome”, or you have a wave of happiness and the feeling of being very grateful for life? I define these times as True Wealth moments.

October 14, 2016 |

3 min

Why You Want a CERTIFIED FINANCIAL PLANNER™ On Your Team

by Meg Ronspies, Meg helps execute Carson’s communications and public relations strategy. She coordinates media relations, manages all social media platforms and develops corporate communications. Her role helps the marketing team shape the public perception of the Carson brand.

I recently attended the Fall Excell Conference in Omaha put on by Carson Group, a community of advisors seeking coaching and content, and heard many excellent speakers. One speaker in particular discussed how our behavior can be evidence of our priorities and the value we will provide others.