Archive for January 2023

Written By: Anna Carlson, Financial Advisor It’s no secret that entering into retirement can be a tricky situation. However, for those that are in the process of retiring now, a…

Written By: Alex Hammersley, Financial Advisor Tax planning is a large part of your financial planning, and correct tax planning can improve your financial plan significantly. At Carlson Financial we…

Written By: Shawn Perkins, CFP®, AWMA® Back in 2019, before your travel plans were up-ended and you began baking sourdough bread while confined to your home, there was a significant…

Markets hit their highs for the year in January and struggled to regain momentum over the next 12 months. What’s in store for investors in the new year — and…

Written By: Marissa Waldron, CFP® Here we are again … another new year. With 2022 in the rearview mirror, millions of Americans are setting their resolutions for 2023, and financial…