A Financial Guide for Young LGBTQ+ Individuals: Building Stability and Empowerment

This article was written by Laura LaTourette for Let’sMakeAPlan.org, originally posted on June 11, 2025. Embarking on your financial journey as an LGBTQ+ young adult means more than just learning how to save or manage your finances. It’s about creating a life rooted in stability, authentici …

Laura was recently quoted in MarketWatch offering her perspective on how investors can navigate volatility stemming from President Trump’s proposed tariff policies. As managing partner at Family Wealth Management Group, she emphasized the importance of staying the course while also building …

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done i …

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group     Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money. …

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group     My paternal grandmother was the type of woman who was always bustling with activity, whether it was hosting post-church lunches every Sunday or helping a neighbor in need. So, it was a bit …

Picture this: My husband and I are squeezing in workouts by power walking at the gym where our daughter’s swim team practices. Normally, the brisk walks get our heart rates up and, after several laps around the indoor track, we’ve broken a sweat. In January, though, we find ourselves dodgin …

The transition from breadwinner to retiree can be challenging for many. How can you prepare to enter retirement smoothly?

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.