Posts by emily
Carl’s Chronicles (Pilot)
March 25, 2024 from Emily Carlson on Vimeo.
Read MoreChoosing Employee Benefits
Social Security’s 2025 COLA – Don’t Get Your Hopes Up
Written By: Marissa Waldron, CFP® Many seniors today are heavily dependent on Social Security as their primary source of income, which isn’t an ideal situation. As a result, the annual…
Read MoreNavigating Market Volatility in Retirement: Lessons from Recent Turbulence
Written By: Susannah Orzolek Market volatility is an inevitable part of life for anyone whether they are still saving for retirement or relying on investments as a crucial component of…
Read MoreMaximizing Your Retirement: The Art of the Withdrawal Rate
Written By: Alex Hammersley, CPA Retirement planning is often likened to a long-distance marathon—it’s not just about crossing the finish line, but about maintaining a steady pace to ensure you…
Read MoreHow to Weather Down Markets as a Retiree
Written By: Marissa Waldron, CFP® Drops in the market can be panic-inducing anytime, but especially if you are retired and living off of investments. You might be concerned you don’t…
Read MoreWhat Does a Balanced Portfolio Look Like?Â
Written By: Dan Moylan The 60/40 portfolio has been suggested by financial advisors for decades and recognized as a simple strategy to have the balance most investors seek. This strategy…
Read MoreInterest Rates Remain Steady – For Now
Written By: Anna Carlson Quarterly economic projections show a majority of Fed officials who participated expect rates to fall to just 5.1 percent by the end of 2024. Policymakers say…
Read MoreInheritance Planning
Written By: Alex Hammersley, CPA Inheritance planning is a critical aspect of financial planning that often gets overlooked. As a financial advisor, I see many families and individuals struggle with…
Read MoreFamily Caregiving
Written By: Marissa Waldron, CFP® Family caregiving is a significant concern for many people due to the emotional, financial, and time demands it places on individuals. The statistics provided highlight…
Read More