Posts by emily

Written By: Alex Hammersley, Financial Advisor Are you a participant in a qualified retirement plan? If so, I want to tell you about the benefits of rolling over your retirement…

Written By: Shawn Perkins, CFP®, AWMA® When building your income plan, one of the most crucial components to consider is Social Security.  As we’re covering this, our clients often ask,…

Written By: Marissa Waldron, CFP® It’s hard to believe it’s been over five years since the Tax Cuts and Jobs Act (TCJA) took effect, which means we only have three…

Written By: A. Suzanne Robertson, CFP® The markets wreaked havoc on even the best strategized portfolios last year.  Coupled with inflation running amok for so long, it’s no small wonder…

Written By: Ryan Rinehart, Financial Advisor Last week the Federal Reserve raised the target federal funds rate for the eighth time in a row. These hikes have obviously been due…

Written By: Matt Jaskolka, Financial Advisor As if the U.S. economy and the world as a whole did not have enough to be concerned about in the near-term, we now…

Written By: Anna Carlson, Financial Advisor It’s no secret that entering into retirement can be a tricky situation. However, for those that are in the process of retiring now, a…

Written By: Alex Hammersley, Financial Advisor Tax planning is a large part of your financial planning, and correct tax planning can improve your financial plan significantly. At Carlson Financial we…

Written By: Shawn Perkins, CFP®, AWMA® Back in 2019, before your travel plans were up-ended and you began baking sourdough bread while confined to your home, there was a significant…

Markets hit their highs for the year in January and struggled to regain momentum over the next 12 months. What’s in store for investors in the new year — and…