Posts by Whitney Bond

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…

Written By: Marissa Waldron, CFP® If you caught Shawn’s article last week, you’ll know that September is Life Insurance Awareness Month. Almost half of Americans are un- or underinsured. People…

Written By: Alex Hammersley, Financial Advisor We will soon be halfway through the year 2023? Personally, this is hard to believe. It seems like just yesterday we were collecting our…

Written By: A. Suzanne Robertson, CFP® Sometimes it takes a wake-up call.  As someone who has worked in the financial services industry for over 30 years, it can be easy…

Written By: Jacob Baugher, Financial Advisor The short answer:  Maybe.  A lot of experts seem to expect it, and the Federal Reserve’s chairman, Jerome Powell, was recently quoted saying: “It’s…