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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How to Plan for Unexpected Early Retirement

One third of recent retirees retired sooner than they planned. Scott discusses specific things to keep in mind in case it happens to you. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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May 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The official first day of summer is on the way and the vaccinations have accelerated our economic recovery in the U.S., allowing most venues to operate once again at full capacity.  It’s certainly nice to see baseball games with fans again.  The recovery should allow the bulls to…

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Estate and Legacy Planning

Your legacy means a lot. Protect it by being prepared. In this video, Scott shares the five documents you need to include in your retirement estate plan. You need an estate plan.  Estate Planning is for everyone, even those who may not consider themselves ultra-wealthy. We want to leave our loved ones with an organized…

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April 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The stock market continues the uptrend with President Biden’s vaccination initiative having a big impact on many economies opening up.  The S&P, NASDAQ and the DOW all posted solid gains of 4.01%, 3.58% and 2.18% respectively in April.  We are positioned well in your accounts to continue to…

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How To Strategically Fund Your Roth IRA

Think you don’t have enough funds to contribute to a Roth IRA? This week, Scott explores several options that might make it possible for you.  Funding a Roth IRA is a powerful tool that can have a cascading effect in lowering your taxable income, and that is always an advantage.  Strategy #1: Transfer funds directly…

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Bunching & Proper Withdrawal Planning

This week, we dive into two strategies to potentially lower your tax bill: Bunching and Proper Withdrawal Planning. Save Thousands with Bunching  Bunching your annual deductions could save you thousands, especially if your itemized deductions are close to that standard deduction but fall just short.  Let’s look at one example of how this could work…

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March 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Well, the first quarter of 2021 has ended, I hope everyone had the opportunity to enjoy some nice Spring weather and get outdoors some in March.   A quick recap of last month and some insight moving ahead to Q2.  We have some good success stories in the stock…

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