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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Surprises
Making the most of surprises is a great reason to work with us.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.