All the Above

The majority of financial advisors focus mostly (or only) on investments. While investments are certainly important, your retirement plan should include more.  Scott demonstrates the importance of integrating your Investment plan, Income plan, Insurance plan, Income tax plan, and Inheritance plan into one cohesive retirement plan that gives you a greater opportunity to potentially maximize your money. If you have…

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August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has really flown by for me this year.  We experienced some hiccups regarding COVID, due to the Delta variant, but the economy is continuing to generate momentum and continued its impressive recovery in August.  Equities are still the place to be invested, with the interest rates…

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Lazy Money

Did you know there’s a new life insurance product you can use to put some of your lazy money to work? That’s less work and more money – need we say more?!Scott explains what lazy money is and how the new product could be used to your benefit. If you have any questions, please don’t…

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July 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The stock market continued this year’s upward path in July, supported by continued economic recovery, optimism over GDP growth and outstanding company earnings/revenue reporting for Q2.  Earnings season is in full swing in August, but Financials and Tech kicked off Q2 reporting the last 2 weeks of July…

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Market Volatility

This week Scott shares strategies to combat market volatility. At Carlson Financial, we include the appropriate amount of risk and safety to give you the best chance at combating market volatility during retirement, based on your unique situation and plan. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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Market Volatility

This week Scott answers the following questions: What is the difference between volatility and risk? How do investments’ risk level and volatility differ and how do they affect a retirement plan? What does a well-diversified good investment plan really look like? If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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June 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Hello everyone, and happy Independence Day weekend.  I’m looking forward to the fireworks and cookout.  Most markets will be closed Monday for the 4th with the major stock markets in the U.S. opening Tuesday morning, the 6th.  The Bull Run in stocks continued through the end of Q2 with…

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Inflation – How to Fight the Uphill Battle

In the last twelve months, we have seen an inflation rate of 5%.  Scott discusses some historical context on inflation, explains transitory inflation, and shares the importance of empowering our clients with long-term investment strategies to beat inflation.  How Inflation relates to Income Planning  Inflation has become a hot-button topic in 2021, coming out of…

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Annuities

Annuities are often used as a tool for guaranteed income in retirement Scott discusses when it does (and does not) make sense to use an annuity in your portfolio. This week we are talking about Income Planning, specifically annuities.  Annuities should not be polarizing. The question is not whether they are good or bad, but…

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