Scott answers your burning questions about the second stimulus!(filmed December 23, 2020) How much will you receive and when? What determines that amount? Are the payments taxable? What about PPP loans? If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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Scott wants to hear from YOU! We want to continually be an educational resource for our clients and prospective clients. What do you want to hear about as we go into 2021? Watch below! If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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Scott has a challenge for you in the month of December. Watch as Scott discusses the importance of knowing how much you spend and the impact inflation has over time. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware of these year-end tax planning opportunities: 1. Roth Conversions – if you want to convert from a Traditional IRA to a Roth and have it…

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