Bio Jamie P. Hopkins, Esq., CFP, RICP

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Jamie P. Hopkins, Esq., CFP, RICP

Director of Retirement Research, Carson Wealth

Phone: 402.575.5721

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Director of Retirement Research at Carson Wealth and a finance professor of practice at Creighton University's Heider College of Business. In addition, he is a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education.

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.

InvestmentNews named him one of the top 40 financial service professionals under the age of 40 and he was also selected by The American Bar Association as one of the country's top 40 Young Attorneys. In 2017, Trusts & Estates Journal awarded Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.

Latest Features

February 2020

Life Insurance Cash-Out Options: A Retirement Planning Quiz

If you’re like a lot of people, you probably have an old life insurance policy stuffed in the back of a desk drawer somewhere gathering dust. Did you know you could tap into that old poli...

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Building Wealth
December 2019

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 are five important things everyone should do right now.

See More From: Building Wealth

December 2019

10 Common Estate Planning Mistakes to Avoid

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? End of life or estate planning is about getting plans ...

See More From: Estate Planning

October 2019

Social Security and Taxes: Take the Quiz

While Social Security is nearing a crossroads because of funding concerns, the government program remains a crucial element of retirement security. In fact, it provides the majority of retirement i...

See More From: Social Security

August 2019

Are You on Track? Financial Goals for Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared with when you’re in your 60s: Your financial focus and planning in each decade should follow suit. Each decade ...

See More From: Saving for Retirement

Building Wealth
July 2019

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" to wait for a bigger payout later. Your desire for a sure thing could cost you a LOT of money.

See More From: Building Wealth

May 2019

What's Your Retirement Housing Strategy?

One of the most important aspects of retirement planning is making housing plans. The reality is that you need a place to live in retirement and there are a lot of different options. Furthermore, even ...

See More From: Healthy Living on a Budget

Building Wealth
March 2019

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.

See More From: Building Wealth

February 2019

Test Your Annuity Acuity: An Advanced True/False Quiz

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around t...

See More From: Annuities

Building Wealth
October 2018

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 bogus, but the trend has fascinating implications for the future of stock markets themselves.

See More From: Building Wealth

September 2018

True or False: Test Yourself on Social Security Claiming Strategies

Many Americans have nothing saved for retirement and instead rely heavily on their Social Security benefits. In fact, Social Security is the primary source of income for about 60% of retirees and i...

See More From: Social Security

Building Wealth
August 2018

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 reasons for young savers to be hesitant about Roth savings vehicles.

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July 2018

The Medicare True-False Quiz: Test Your Knowledge

Health care costs are one of the biggest concerns for retirees. For most American retirees, Medicare is their primary health care plan. Medicare is complicated, and understanding it is crucial to ...

See More From: Medicare

June 2018

The Reverse Mortgage Quiz: Test Your Knowledge

When I talk with consumers and financial advisers about retirement income planning, the value of home equity is one big piece of the puzzle that is often overlooked. The reality is that home equity...

See More From: Mortgages & Refinancing

May 2018

True or False: Test Yourself on Social Security Basics

Social Security is arguably the most important retirement program in the United States. For a secure retirement, it is critical that those near and in retirement understand how their Social Securit...

See More From: Social Security