Ron Carson is founder and CEO of Carson Wealth Management Group, with nearly $6 billion in assets under advisement. He also founded Carson Institutional Advisory and Peak Advisor Alliance—partnership and coaching programs, respectively, for financial advisors—and co-founded both registered-investor advisor study group aRIA and consulting firm Advisor Growth Strategies.
A certified financial planner, certified fund specialist and chartered financial consultant with more than 30 years' experience, Carson authored "Tested in the Trenches" and co-authored The New York Times best-seller "Avalanche: The 9 Principles for Uncovering True Wealth."
Active in philanthropy, Carson founded the nonprofit Dreamweaver Foundation, fulfilling end-of-life wishes for seniors with terminal illnesses. He also founded the American Charitable Foundation and served as past president of the Child Saving Institute. Carson attended the University of Nebraska, Lincoln.
Some advisors may protest the Labor Department fiduciary rule but they should aim for the most responsible, not the highest, margins.
Trying to budget your wealth to get through retirement? A financial plan before and in retirement is an important tool for all investors.
We all dream of what we'll do in retirement, but many people about to retire, no matter their finances, fear they're not prepared emotionally.
Whether retirees relocate for lifestyle or finance, they should blend life goals into spending plans—the best way to achieve true wealth.