Financial Empowerment at Your Fingertips

Over the past few decades, significant social and demographic shifts have reshaped the American family and created a new set of financial challenges. However, certain basic financial management concepts and practices continue to hold true. Regardless of the make-up of the household, every family should take steps to maintain the following: 

  • Budget or spending plan to track income and expenses
  • Emergency savings equal to at least three to six months of living expenses 
  • Retirement savings, ideally in a 401(k) or IRA 
  • Life and health insurance to help protect against the unexpected  

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  

CWM, LLC is an SEC-registered investment advisor located in Omaha, NE. CWM, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients.  

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investment advisory services also offered through Trusted Advisor/Trusted Team LLC, a Registered Investment Advisor and separate entity.  

2018 Ogden Wealth. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.  

Additional information about CWM, LLC is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.  

Terms of Use | Disclosure & Privacy Policy