Posts by emily
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…
Read MoreStimulus Round 2
Scott answers your burning questions about the second stimulus!(filmed December 23, 2020) How much will you receive and when? What determines that amount? Are the payments taxable? What about PPP loans?…
Read MoreWhat do YOU want to learn?
Scott wants to hear from YOU! We want to continually be an educational resource for our clients and prospective clients. What do you want to hear about as we go into…
Read MoreDecember Challenge
Scott has a challenge for you in the month of December. Watch as Scott discusses the importance of knowing how much you spend and the impact inflation has over time.…
Read MoreElection and the Stock Market Part 3: How Does Congress Factor In?
2020 – It’s been a crazy year to say the least and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 2: A Brief History of Republican and Democratic Presidencies
2020 – It’s been a crazy year to say the least and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 1: S&P 500
2020 – It’s been a crazy year to say the least and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreHeld Away Assets
Written By: Marissa Waldron, CFP We have expanded our services here at Carlson Financial by adding another way we can help our clients. Occasionally, we come across accounts that our…
Read MoreHot Off the Press!…2023 Social Security, Cost of Living Increase
Watch the video below to hear what Carl has to say! (Low quality video; high quality information!)
Read MoreInflation Reduction Act
Carl Carlson discusses the Inflation Reduction Act – what we know and how it may affect those nearing or in retirement.
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