Posts by Whitney Bond

Written By: Alex Hammersley, CPA As year-end quickly approaches, we could find ourselves in a pinch to make last-minute financial and tax moves. Luckily, there are a few accounts that…

Written By: Marissa Waldron Or are you expecting to OWE money to the IRS when you file your taxes?  If so, read on! Here in the US, we have a…

Written By: Ryan Rinehart As we approach the conclusion of 2023, I wanted to revisit the blog I shared back in August regarding market downturns and how they often occur,…

Written By: Matt Jaskolka Fall is fading into Winter and snow is beginning to accumulate in parts of the United States as we look to wrap up 2023 and head…

Written By: A. Suzanne Robertson, CFP® It seems that Long-term Care (LTC) has been a common theme for questions I’ve been receiving lately from prospective clients and clients alike, so…

Written By: Alex Hammersley, CPA Life is unpredictable, and one of the most significant responsibilities we have is to ensure financial security for ourselves and our loved ones. Life insurance…

Written By: Shawn Perkins The weather is getting colder, leaves are beginning to change color, and football season is in full swing.  Fall is hands down my favorite time of…

Written By: Ryan Rinehart Late last month the Federal Reserve Board (“the Fed” or “the Board”) announced their latest decision regarding interest rates, while also discussing what may come the…

Written By: Matt Jaskolka Every week when I get the opportunity to speak with people who are interested in learning more about Carlson Financial, I am reminded that most people…

Written By: Alex, Hammersley, CPA Recently, many investors and analysts have viewed the stock market as uncertain, and many believe the United States has a high chance of going into…