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  • Paying for college has been the theme of this important series using a three-prong approach. First is saving for college using accounts like the 529. If you have seen any recent news on the topic, you likely have a fundamental understanding of how this account works. This step also uses other savings vehicles. The second […]

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. 317-805-0840, ncarmany@thewatermarkgrp.com Topics: Overconfidence With Finances and Sailing 1. How we get ourselves into trouble 2. Common financial moves 3. Get help This post compares a day out on the water sailing to common experiences people encounter with their financial lives.  The root for many of these […]

    Nathan Carmany
  • The Dream Life How often do you find yourself comparing your life with those “living the dream?” We constantly fill our time with these thoughts. Buy this product and your life will dramatically improve. Take this action and your life will have no worries. One evening while watching TV or one morning while on your […]

    Nathan Carmany
  • Socially Responsible Investing + Planning = Better World Topics 1. Fiduciary standard 2. Suitability standard and sales agents

    Nathan Carmany
  • Here and Now Get good grades, go to college or trade school, and then land a high-paying job.  That is what we tell and teach our youth.  Have you gone through the same cycle?  How has it worked out? If you are like me, you have encountered many twists and turns along the way. As […]

    ncarmany
  • Most advisors today have clients start the planning in one of two places.  The most common approach with asset managers begins with a thirty- to sixty-minute conversation creating an outline of the investing history, philosophy, and experiences. An investor questionnaire and account paperwork soon follow. Holistic financial planning, the second starting position, focuses on your […]

    ncarmany
  • If you are a new staff member or faculty member of Purdue University, this article will help you learn about child care choices near or on campus while explaining actions the university has taken in recent years to improve choices for faculty, staff, and students. History In 2012, Purdue conducted a Coache survey asking for […]

    ncarmany
  • I help Purdue faculty make the most of their benefits and 403(b) retirement plan. ncarmany@thewatermarkgrp.com 317-805-0840 Build Your Financial House Mini Series TOPICS Like the three little pigs, financial houses may be constructed of weak straw or sticks while sturdy homes are built with bricks. – Traditional planning focuses heavily on returns. -Values Based Planning […]

    ncarmany
  • [wpvideo 78mnK0Lt] I help Gen X families make the most of their benefits and retirement plan. Contact info: ncarmany@thewatermarkgrp.com 317-805-0480 Two kinds of happiness: 1. Moment to moment 2. The feeling that one’s life is being lived virtuously Major themes: 1. Giving is important and good for increasing happiness 2. Spending on experiences tends to […]

    ncarmany