Jamie P. Hopkins, Esq., CFP, RICP
Director of Retirement Research, Carson Wealth
Jamie Hopkins is a well-recognized writer, speaker and thought leader in the area of retirement income planning. He serves as Director of Retirement Research at Carson Group and is a finance professor of practice at Creighton University's Heider College of Business. His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.
5 Ways the SECURE Act Could Harm Retirees
retirement
5 Ways the SECURE Act Could Harm Retirees
To avoid RMD penalties, tax bills that are (possibly MUCH) higher than necessary and other problems, make sure you understand this groundbreaking new …
February 24, 2020
Pros, Cons and Possible Disasters after SECURE Act
IRAs
Pros, Cons and Possible Disasters after SECURE Act
Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here…
December 31, 2019
10 Common Estate Planning Mistakes (and How to Avoid Them)
retirement
10 Common Estate Planning Mistakes (and How to Avoid Them)
People plan on having a good day, a good year, a good retirement and a good life. But why stop there? Why not plan for a good end of life, too?
December 3, 2019
Are You on Track? Financial Planning Goals for Every Decade of Your Life
retirement
Are You on Track? Financial Planning Goals for Every Decade of Your Life
See what lies ahead, and check your progress against some handy retirement planning benchmarks for your 20s, 30s, 40s, 50s, 60s and 70s and beyond.
August 20, 2019
The Social Security Mistake Risk-Averse Folks Make
retirement
The Social Security Mistake Risk-Averse Folks Make
Are you a risk-averse investor? Watch out, because the way you're wired might steer you into claiming Social Security early, rather than "risking it" …
July 9, 2019
What's Your Retirement Housing Strategy?
Healthy Living on a Budget
What's Your Retirement Housing Strategy?
When you think about where (and how) you’ll live in retirement, you basically have 10 possibilities. Each one comes with distinct pros and cons to con…
July 2, 2019
3 Lost Tax Deductions That Might Surprise You
taxes
3 Lost Tax Deductions That Might Surprise You
As you’re doing your 2018 taxes, you'll see that deductions certainly aren't what they used to be.
March 7, 2019
Cryptocurrencies Won't Replace Currencies: They Will Replace Stock Exchanges
investing
Cryptocurrencies Won't Replace Currencies: They Will Replace Stock Exchanges
Bitcoin and other cryptocurrencies are all the buzz, and that interest is creating a surge in initial coin offerings. Many ICOs today are essentially …
October 29, 2018
Young Savers Can’t Assume Roths Are Right for Them
savings
Young Savers Can’t Assume Roths Are Right for Them
Rules of thumb don’t tell the whole story. Truth is, sometimes a traditional IRA or 401(k) is the better way to go for young people. Here are some rea…
August 9, 2018