Carl’s Corner – All Posts
Vacation Amidst Inflation
Written By: Marissa Waldron, Financial Advisor Photo by Shutterstock Summer ...
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Update for Carlson Financial client accounts for April 2023
Written by: Dan Moylan, Chief Investment Officer, on May 8, ...
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How the US Debt Ceiling Can Impact your Finances
Written By: Ryan Rinehart Photo Credit: ABC News Today I ...
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It’s the Little Things
Written By: A. Suzanne Robertson, CFP® Typically, around this time ...
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Inflation, Volatility, and Retirement
Written By: Marissa Waldron, Financial Advisor Last year was a ...
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Will the Social Security Full Retirement Age Be Raised?
Written By: Ryan Rinehart, Financial Advisor The last few weeks ...
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Housing & Long Term Care Considerations in Retirement
Written By: Anna Carlson Did you perfectly time your mortgage ...
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What Happened With Silicon Valley Bank?
Written By: Shawn Perkins, CFP®, AWMA® In light of what’s ...
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Should You Roll Over Your 401(k)?
Written By: Alex Hammersley, Financial Advisor Are you a participant ...
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Social Security: To Delay or Not to Delay
Written By: Shawn Perkins, CFP®, AWMA® When building your income ...
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What Does the Fed’s Latest Interest Rate Hike Mean for You?
Written By: Ryan Rinehart, Financial Advisor Last week the Federal ...
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Understanding the Debt Ceiling
Written By: Matt Jaskolka, Financial Advisor As if the U.S. ...
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Global Economy Concerns
Written By: Anna Carlson, Financial Advisor It’s no secret that ...
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Tax Considerations for You in 2023
Written By: Alex Hammersley, Financial Advisor Tax planning is a ...
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Who Doesn’t Love a Good Sequel?
Written By: Shawn Perkins, CFP®, AWMA® Back in 2019, before ...
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Protecting Yourself From Social Security Fraud
Written By: A. Suzanne Robertson, CFP® The phone rings. Caller ...
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It’s the End of the Year and I forgot to do WHAT?!
Written By: A. Suzanne Robertson, CFP® Today is the last ...
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3 Retirement Changes to be Aware of in 2023
Written By: Ryan Rinehart, Financial Advisor As 2022 comes to ...
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“Am I Ready for Retirement?”
Written By: Matt Jaskolka, Financial Advisor "Do I have enough ...
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U.S. GDP Growth Beats Expectations in Q3
Written By: Anna Carlson, Financial Advisor The growth of the ...
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Are Interest Rates Going Up Again? And What Does That Mean?
Written By: Jacob Baugher, Financial Advisor The short answer: Maybe. ...
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Inflation & Holiday Spending
Written By: Alex Hammersley, Financial Advisor With Black Friday and ...
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Retirement Planning Marathon
Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife ...
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Lump Sum Distributions
Written By: Ryan Rinehart, Financial Advisor Are you someone that ...
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How to Utilize Partial Roth Conversions to Minimize Taxes & Extend Your Wealth
Written By: Matt Jaskolka, Financial Advisor Welcome back. If you ...
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Roth Conversions & You: How Smart Investors Are Taking Advantage of Depressed Portfolios
Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 ...
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The Year is 1981…
Written By: Anna Carlson, Financial Advisor ...You’re headed to the ...
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Corrections and Crashes and Bear Markets – Oh My!
Scott discusses the current market volatility in relation to market ...
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Money Lessons We Wish We Learned Sooner
What’s the first big lesson you learned about money? How ...
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Creating Better Financial Behaviors
We can’t control what markets or economies do. But we ...
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Social Security Considerations
Social Security is a part of most working American's retirement ...
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When is it Time to Get a Second Opinion?
Whether you have a financial advisor or you are a ...
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Market Volatility
This week Scott shares strategies to combat market volatility. At Carlson ...
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Inflation – How to Fight the Uphill Battle
In the last twelve months, we have seen an inflation ...
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How to Plan for Unexpected Early Retirement
One third of recent retirees retired sooner than they planned. ...
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How To Strategically Fund Your Roth IRA
Think you don’t have enough funds to contribute to a ...
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Bunching & Proper Withdrawal Planning
This week, we dive into two strategies to potentially lower ...
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Do It Yourself or Hire a Pro?
Scott discusses the importance of Integrating all the pieces of ...
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Projecting & Planning for 2021
Scott discusses reflecting on your 2020 savings goals and evaluating ...
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Stimulus Round 2
Scott answers your burning questions about the second stimulus!(filmed December ...
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Year-End Deadlines: Tax Planning
There are a few tax planning items that have year-end ...
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Election and the Stock Market Part 11: Where do we stand after the election?
2020 – It's been a crazy year, to say the ...
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Election and the Stock Market Part 10: Where do we stand after the election?
2020 – It's been a crazy year, to say the ...
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Election and the Stock Market Part 9: When the Polls are Wrong
2020 – It's been a crazy year, to say the ...
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Election and the Stock Market Part 8: Two Big Issues Impacting the Market
2020 – It's been a crazy year, to say the ...
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Election and the Stock Market Part 7: What happened the last time we had a contested election?
2020 – It's been a crazy year, to say the ...
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Election and the Stock Market Part 6: Update to the 3-Month Rule
2020 – It's been a crazy year, to say the ...
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Important Things to Note During an Election Year: Trump’s Tax Returns
2020 – It's been a crazy year, to say the ...
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Election and the Stock Market Part 4: Which industries might be affected by a Biden presidency?
2020 – It's been a crazy year to say the ...
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Election and the Stock Market Part 3: How Does Congress Factor In?
2020 – It's been a crazy year to say the ...
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Election and the Stock Market Part 2: A Brief History of Republican and Democratic Presidencies
2020 – It's been a crazy year to say the ...
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Election and the Stock Market Part 1: S&P 500
2020 – It's been a crazy year to say the ...
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Potential Planning Ideas During Market Volatility
Carl Carlson shares a few ways to take advantage of ...
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Vacation Amidst Inflation
Written By: Marissa Waldron, Financial Advisor Photo by Shutterstock Summer ...
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Update for Carlson Financial client accounts for April 2023
Written by: Dan Moylan, Chief Investment Officer, on May 8, ...
View More Posts
How the US Debt Ceiling Can Impact your Finances
Written By: Ryan Rinehart Photo Credit: ABC News Today I ...
View More Posts
It’s the Little Things
Written By: A. Suzanne Robertson, CFP® Typically, around this time ...
View More Posts
Inflation, Volatility, and Retirement
Written By: Marissa Waldron, Financial Advisor Last year was a ...
View More Posts
Will the Social Security Full Retirement Age Be Raised?
Written By: Ryan Rinehart, Financial Advisor The last few weeks ...
View More Posts
Housing & Long Term Care Considerations in Retirement
Written By: Anna Carlson Did you perfectly time your mortgage ...
View More Posts
What Happened With Silicon Valley Bank?
Written By: Shawn Perkins, CFP®, AWMA® In light of what’s ...
View More Posts
Should You Roll Over Your 401(k)?
Written By: Alex Hammersley, Financial Advisor Are you a participant ...
View More Posts
Social Security: To Delay or Not to Delay
Written By: Shawn Perkins, CFP®, AWMA® When building your income ...
View More Posts
Expiring Tax Rates
Written By: Marissa Waldron, CFP® It’s hard to believe it’s ...
View More Posts
What Does the Fed’s Latest Interest Rate Hike Mean for You?
Written By: Ryan Rinehart, Financial Advisor Last week the Federal ...
View More Posts
Understanding the Debt Ceiling
Written By: Matt Jaskolka, Financial Advisor As if the U.S. ...
View More Posts
Global Economy Concerns
Written By: Anna Carlson, Financial Advisor It’s no secret that ...
View More Posts
Tax Considerations for You in 2023
Written By: Alex Hammersley, Financial Advisor Tax planning is a ...
View More Posts
Who Doesn’t Love a Good Sequel?
Written By: Shawn Perkins, CFP®, AWMA® Back in 2019, before ...
View More Posts
2023 Financial Resolutions
Written By: Marissa Waldron, CFP® Here we are again … ...
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Protecting Yourself From Social Security Fraud
Written By: A. Suzanne Robertson, CFP® The phone rings. Caller ...
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It’s the End of the Year and I forgot to do WHAT?!
Written By: A. Suzanne Robertson, CFP® Today is the last ...
View More Posts
3 Retirement Changes to be Aware of in 2023
Written By: Ryan Rinehart, Financial Advisor As 2022 comes to ...
View More Posts
“Am I Ready for Retirement?”
Written By: Matt Jaskolka, Financial Advisor "Do I have enough ...
View More Posts
U.S. GDP Growth Beats Expectations in Q3
Written By: Anna Carlson, Financial Advisor The growth of the ...
View More Posts
Are Interest Rates Going Up Again? And What Does That Mean?
Written By: Jacob Baugher, Financial Advisor The short answer: Maybe. ...
View More Posts
Inflation & Holiday Spending
Written By: Alex Hammersley, Financial Advisor With Black Friday and ...
View More Posts
Retirement Planning Marathon
Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife ...
View More Posts
Claiming Social Security
Written By: A. Suzanne Robertson, CFP® Over the past two ...
View More Posts
Lump Sum Distributions
Written By: Ryan Rinehart, Financial Advisor Are you someone that ...
View More Posts
How to Utilize Partial Roth Conversions to Minimize Taxes & Extend Your Wealth
Written By: Matt Jaskolka, Financial Advisor Welcome back. If you ...
View More Posts
Roth Conversions & You: How Smart Investors Are Taking Advantage of Depressed Portfolios
Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 ...
View More Posts
The Year is 1981…
Written By: Anna Carlson, Financial Advisor ...You’re headed to the ...
View More Posts
Corrections and Crashes and Bear Markets – Oh My!
Scott discusses the current market volatility in relation to market ...
View More Posts
February 2022 Recap
Written By: Dan Moylan, Chief Investment Officer (on March 2, ...
View More Posts
Money Lessons We Wish We Learned Sooner
What’s the first big lesson you learned about money? How ...
View More Posts
January 2022 Recap
Written By: Dan Moylan, Chief Investment Officer (on February 1, ...
View More Posts
Creating Better Financial Behaviors
We can’t control what markets or economies do. But we ...
View More Posts
December 2021 Recap
Written By: Dan Moylan, Chief Investment Officer (on January 5, ...
View More Posts
November 2021 Recap
Written By: Dan Moylan, Chief Investment Officer (on December 3, ...
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Social Security Considerations
Social Security is a part of most working American's retirement ...
View More Posts
October 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Well, U.S. stock ...
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How to Plan for Market Downturns
Your risk tolerance is one of many factors to be ...
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Do You Know Your Risk Tolerance?
Your risk tolerance is one of many factors to be ...
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September 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The market gave ...
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When is it Time to Get a Second Opinion?
Whether you have a financial advisor or you are a ...
View More Posts
August 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The summer has ...
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July 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The stock market ...
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Market Volatility
This week Scott shares strategies to combat market volatility. At Carlson ...
View More Posts
June 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Hello everyone, and ...
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Inflation – How to Fight the Uphill Battle
In the last twelve months, we have seen an inflation ...
View More Posts 
How to Plan for Unexpected Early Retirement
One third of recent retirees retired sooner than they planned. ...
View More Posts
May 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The official first ...
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Estate and Legacy Planning
Your legacy means a lot. Protect it by being prepared. ...
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Biden Tax Proposal
The Biden Administration has proposed an increase in the capital ...
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April 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The stock market ...
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How To Strategically Fund Your Roth IRA
Think you don’t have enough funds to contribute to a ...
View More Posts
Bunching & Proper Withdrawal Planning
This week, we dive into two strategies to potentially lower ...
View More Posts
March 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Well, the first ...
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February 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Spring is here ...
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Do It Yourself or Hire a Pro?
Scott discusses the importance of Integrating all the pieces of ...
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January 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Happy 2021 and ...
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Projecting & Planning for 2021
Scott discusses reflecting on your 2020 savings goals and evaluating ...
View More Posts
Lowering Expenses
In this week's video Scott shares some practical (and creative) ...
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Emergency Funds
In this week's video Scott answers the following questions:What is ...
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Stimulus Round 2
Scott answers your burning questions about the second stimulus!(filmed December ...
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What do YOU want to learn?
Scott wants to hear from YOU! We want to continually be ...
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Year-End Deadlines: Tax Planning
There are a few tax planning items that have year-end ...
View More Posts
Election and the Stock Market Part 11: Where do we stand after the election?
2020 – It's been a crazy year, to say the ...
View More Posts
Election and the Stock Market Part 10: Where do we stand after the election?
2020 – It's been a crazy year, to say the ...
View More Posts
Election and the Stock Market Part 9: When the Polls are Wrong
2020 – It's been a crazy year, to say the ...
View More Posts
Election and the Stock Market Part 8: Two Big Issues Impacting the Market
2020 – It's been a crazy year, to say the ...
View More Posts
Election and the Stock Market Part 7: What happened the last time we had a contested election?
2020 – It's been a crazy year, to say the ...
View More Posts
Election and the Stock Market Part 6: Update to the 3-Month Rule
2020 – It's been a crazy year, to say the ...
View More Posts
Important Things to Note During an Election Year: Trump’s Tax Returns
2020 – It's been a crazy year, to say the ...
View More Posts
Election and the Stock Market Part 4: Which industries might be affected by a Biden presidency?
2020 – It's been a crazy year to say the ...
View More Posts
Election and the Stock Market Part 3: How Does Congress Factor In?
2020 – It's been a crazy year to say the ...
View More Posts
Election and the Stock Market Part 2: A Brief History of Republican and Democratic Presidencies
2020 – It's been a crazy year to say the ...
View More Posts
Election and the Stock Market Part 1: S&P 500
2020 – It's been a crazy year to say the ...
View More Posts
What Your Banker Might Not Tell You About Refinancing
Written By: Scott Rinehart, CPA Let’s talk a little bit ...
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