Projecting & Planning for 2021

Scott discusses reflecting on your 2020 savings goals and evaluating how your investments did last year. He also shares ideas to help max out your savings in 2021. If you…

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Lowering Expenses

In this week’s video Scott shares some practical (and creative) ways to lower your expenses. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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Stock Market Update

Scott discusses our outlook on the stock market as the Democrats now control the White House. He shares some market challenges as well as reasons to be optimistic. If you…

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Emergency Funds

In this week’s video Scott answers the following questions: What is an emergency fund? (and what is it not?)How much should you have in your emergency fund?How much should you have…

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