Archive for July 2020
Held Away Assets
Written By: Marissa Waldron, CFP We have expanded our services here at Carlson Financial by adding another way we can help our clients. Occasionally, we come across accounts that our…
Read MoreInvestment Portfolio Change
Carlson Financial is making changes to our clients’ investment portfolios today. Watch the video below to hear Carl explain what changes are being made and why. If you have any…
Read MoreChanges in Fee Calculations – Carlson Financial Clients
CARES Act – 2020 RMDs Explained
What Your Banker Might Not Tell You About Refinancing
Written By: Scott Rinehart, CPA Let’s talk a little bit about envy. While most people might be jealous of their friends’ and coworkers’ new cars and new houses. I’ve always…
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