Welcome to Carlson Financial Group, Inc.
Carlson Financial Group, Inc. is an independent insurance and financial services firm committed to helping our clients improve their long term financial success. Our focus is to deliver an unprecedented level of personalized service and to help our clients solve their financial problems though the use of insurance and investment products. We have 80 professionals across the state of Nebraska as well as Arizona, California, Colorado, Kansas, Montana, South Dakota and Texas. We take a hands on approach in helping our clients make good decisions about risk and money.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Helpful Content
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.