Archive for September 2023

Written By: Matt Jaskolka Every week when I get the opportunity to speak with people who are interested in learning more about Carlson Financial, I am reminded that most people…

Written By: A. Suzanne Robertson, CFP® After dinner presentations, I like to circulate around the room to answer any questions guests might have.  Sometimes, if I finish my presentation early…

Written By: Alex, Hammersley, CPA Recently, many investors and analysts have viewed the stock market as uncertain, and many believe the United States has a high chance of going into…

Written By: Marissa Waldron, CFP® If you caught Shawn’s article last week, you’ll know that September is Life Insurance Awareness Month. Almost half of Americans are un- or underinsured. People…

Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we have many responsibilities when it comes to providing quality service to clients.  Cash flow management, tax planning, distribution strategy, investment…