Carl’s Corner – All Posts
Property & Casualty Insurance
Written By: Alex Hammersley, CPA What is Property and Casualty ...
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Test Drive Retirement
Written By: Marissa Waldron, CFP® Transitioning into retirement is a ...
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Nasdaq Reaches Record High – Nvidia Leads the Way
Written By: Ryan Rinehart Happy Memorial Day weekend! I love ...
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Navigating Tax Changes: Strategies to Save Before Rates Rise
Written By: Susannah Orzolek The clock is ticking on the ...
Read More Understanding Supplemental Health Insurance to Medicare
Written By: Alex Hammersley, CPA As we journey through life, ...
Read More 
The Federal Reserve Decides to Keep Interest Rates High – Are You Taking Advantage?
Written By: Ryan Rinehart On Wednesday, the Federal Reserve (the ...
Read More Life Insurance as a Planning Tool
Written By: Marissa Waldron, CFP® May 2 is National Life ...
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$34,667,768,388,524 & Counting….
Written By: Anna Carlson Something’s gotta give with our national ...
Read More The Longevity Conundrum: Ensuring Your Retirement Lasts as Long as You Do
Written By: Susannah Orzolek If you live to age 100, ...
Read More Election Years: Historical Trends
Written By: Alex Hammersley, CPA Presidential election years often bring ...
Read More How Does the Market React to Government Shutdowns?
Written By: Ryan Rinehart Just five months ago we were ...
Read More 7 Daily Habits of Thriving Retirees: Embracing the Golden Years
Written By: Marissa Waldron, CFP® Retirement is often seen as ...
Read More Meet the ‘Beatlemania Boomers’: Facing a Looming Retirement Crisis
Written By: Marissa Waldron, CFP® That was TV host Ed ...
Read More 401k Rollover Considerations – Does it Make Sense For you?
Written By: Ryan Rinehart Happy Friday! The beginning of the ...
Read More Navigating “Peak 65”: Challenges and Strategies for a Record-Breaking Retirement Year
Written By: Susannah Orzolek 2024 is poised to be a ...
Read More What Are Your Top 3 Investment Goals?
Written By: Anna Carlson What are your top three investment ...
Read More Navigating the Financial Landscape: What Lower Interest Rates Mean for Your Money
Written By: MARISSA WALDRON, CFP® In the ever-changing world of ...
Read More New Year, Great Retirement
Written By: Ryan Rinehart It’s officially 2024, and whether or ...
Read More Is It Too Late to Make a Move for 2023?
Written By: Alex Hammersley, CPA As year-end quickly approaches, we ...
Read More Do You Make Estimated Tax Payments?
Written By: Marissa Waldron Or are you expecting to OWE ...
Read More Year-End Charitable Giving
Written By: Anna Carlson Last year, Americans made individual charitable ...
Read More Market Update as 2023 Comes to an End
Written By: Ryan Rinehart As we approach the conclusion of ...
Read More 
A Look at Long-Term Care
Written By: A. Suzanne Robertson, CFP® It seems that Long-term ...
Read More Life Insurance and Income Annuities
Written By: Alex Hammersley, CPA Life is unpredictable, and one ...
Read More Social Security Changes in 2024
Written By: Marissa Waldron, CFP® We’re well into the fourth ...
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2023 Year-End Planning Considerations
Written By: Shawn Perkins The weather is getting colder, leaves ...
Read More Stock Markets & Government Shutdowns: Yikes or Yawn?
Written By: Anna Carlson Earlier this month, a last-minute spending ...
Read More The Latest Updates on Interest Rates Now and Moving Forward
Written By: Ryan Rinehart Late last month the Federal Reserve ...
Read More 
Exploring the Key Differences Between Mutual Funds and ETFs
Written By: Matt Jaskolka Every week when I get the ...
Read More Social Security: No Call for Panic
Written By: A. Suzanne Robertson, CFP® After dinner presentations, I ...
Read More Is it Time to Shift to More Safety?
Written By: Alex, Hammersley, CPA Recently, many investors and analysts ...
Read More Mythbusters: Life Insurance Edition
Written By: Marissa Waldron, CFP® If you caught Shawn’s article ...
Read More Life Insurance Considerations
Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we ...
Read More Market Corrections Can Happen During the Good Years TooÂ
Written By: Ryan Rinehart 2023 has been a great year ...
Read More Fitch Downgrades U.S. Credit Rating
Written By: Â Matt Jaskolka Photo Credit: Reinhard Krause | Reuters ...
Read More How to Choose the Right Trustee and Executor for Your Estate
Written By: A. Suzanne Robertson, CFP® My post on 6/30/2023 ...
Read More Hard Conversations: Talking to Your Parents About Estate Planning
Written By: Marissa Waldron, CFP® There are many reasons people ...
Read More A Cheeseburger Used to Cost How Much?
Written By: Shawn Perkins, CFP®, AWMA It was around this ...
Read More Will, Trust, or Both?…Making the Right Estate Planning Choice
Written By: A. Suzanne Robertson, CFP® When it comes to ...
Read More Tax Considerations as We Approach the Second Half of 2023
Written By: Alex Hammersley, Financial Advisor We will soon be ...
Read More Tax Impacts on Social Security
Written By: Ryan Rinehart, Financial Advisor In my career as ...
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Update for Carlson Financial client accounts for May 2023
Written by: Dan Moylan, Chief Investment Officer, on June 5, ...
Read More A Client’s Bill of Rights
Written By: A. Suzanne Robertson, CFP® Sometimes it takes a ...
Read More What is a Fixed Indexed Annuity?
Written By: Alex Hammersley, Financial Advisor Fixed indexed annuities (FIAs) ...
Read More The Importance of the Foundation
Written By: Shawn Perkins, CFP®, AWMA Recently, many of our ...
Read More 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, ...
Read More How the US Debt Ceiling Can Impact your Finances
Written By: Ryan Rinehart Photo Credit: ABC News Today I ...
Read More It’s the Little Things
Written By: A. Suzanne Robertson, CFP® Typically, around this time ...
Read More Inflation, Volatility, and Retirement
Written By: Marissa Waldron, Financial Advisor Last year was a ...
Read More Will the Social Security Full Retirement Age Be Raised?
Written By: Ryan Rinehart, Financial Advisor The last few weeks ...
Read More 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 ...
Read More Should You Roll Over Your 401(k)?
Written By: Alex Hammersley, Financial Advisor Are you a participant ...
Read More Social Security: To Delay or Not to Delay
Written By: Shawn Perkins, CFP®, AWMA® When building your income ...
Read More What Does the Fed’s Latest Interest Rate Hike Mean for You?
Written By: Ryan Rinehart, Financial Advisor Last week the Federal ...
Read More Understanding the Debt Ceiling
Written By: Matt Jaskolka, Financial Advisor As if the U.S. ...
Read More Global Economy Concerns
Written By: Anna Carlson, Financial Advisor It’s no secret that ...
Read More Tax Considerations for You in 2023
Written By: Alex Hammersley, Financial Advisor Tax planning is a ...
Read More 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 ...
Read More It’s the End of the Year and I forgot to do WHAT?!
Written By: A. Suzanne Robertson, CFP® Today is the last ...
Read More 3 Retirement Changes to be Aware of in 2023
Written By: Ryan Rinehart, Financial Advisor As 2022 comes to ...
Read More “Am I Ready for Retirement?”
Written By: Matt Jaskolka, Financial Advisor "Do I have enough ...
Read More U.S. GDP Growth Beats Expectations in Q3
Written By: Anna Carlson, Financial Advisor The growth of the ...
Read More 
Are Interest Rates Going Up Again? And What Does That Mean?
Written By: Jacob Baugher, Financial Advisor The short answer: Maybe. ...
Read More Inflation & Holiday Spending
Written By: Alex Hammersley, Financial Advisor With Black Friday and ...
Read More Retirement Planning Marathon
Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife ...
Read More Lump Sum Distributions
Written By: Ryan Rinehart, Financial Advisor Are you someone that ...
Read More How to Utilize Partial Roth Conversions to Minimize Taxes & Extend Your Wealth
Written By: Matt Jaskolka, Financial Advisor Welcome back. If you ...
Read More Roth Conversions & You: How Smart Investors Are Taking Advantage of Depressed Portfolios
Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 ...
Read More 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 ...
Read More Property & Casualty Insurance
Written By: Alex Hammersley, CPA What is Property and Casualty ...
View More Posts Test Drive Retirement
Written By: Marissa Waldron, CFP® Transitioning into retirement is a ...
View More Posts Nasdaq Reaches Record High – Nvidia Leads the Way
Written By: Ryan Rinehart Happy Memorial Day weekend! I love ...
View More Posts Navigating Tax Changes: Strategies to Save Before Rates Rise
Written By: Susannah Orzolek The clock is ticking on the ...
View More Posts Understanding Supplemental Health Insurance to Medicare
Written By: Alex Hammersley, CPA As we journey through life, ...
View More Posts The Federal Reserve Decides to Keep Interest Rates High – Are You Taking Advantage?
Written By: Ryan Rinehart On Wednesday, the Federal Reserve (the ...
View More Posts Life Insurance as a Planning Tool
Written By: Marissa Waldron, CFP® May 2 is National Life ...
View More Posts $34,667,768,388,524 & Counting….
Written By: Anna Carlson Something’s gotta give with our national ...
View More Posts The Longevity Conundrum: Ensuring Your Retirement Lasts as Long as You Do
Written By: Susannah Orzolek If you live to age 100, ...
View More Posts Election Years: Historical Trends
Written By: Alex Hammersley, CPA Presidential election years often bring ...
View More Posts How Does the Market React to Government Shutdowns?
Written By: Ryan Rinehart Just five months ago we were ...
View More Posts 7 Daily Habits of Thriving Retirees: Embracing the Golden Years
Written By: Marissa Waldron, CFP® Retirement is often seen as ...
View More Posts Meet the ‘Beatlemania Boomers’: Facing a Looming Retirement Crisis
Written By: Marissa Waldron, CFP® That was TV host Ed ...
View More Posts 401k Rollover Considerations – Does it Make Sense For you?
Written By: Ryan Rinehart Happy Friday! The beginning of the ...
View More Posts Navigating “Peak 65”: Challenges and Strategies for a Record-Breaking Retirement Year
Written By: Susannah Orzolek 2024 is poised to be a ...
View More Posts What Are Your Top 3 Investment Goals?
Written By: Anna Carlson What are your top three investment ...
View More Posts Navigating the Financial Landscape: What Lower Interest Rates Mean for Your Money
Written By: MARISSA WALDRON, CFP® In the ever-changing world of ...
View More Posts How Are Stocks Really Performing?
Written By: Alex Hammersley, CPA For as long as the ...
View More Posts New Year, Great Retirement
Written By: Ryan Rinehart It’s officially 2024, and whether or ...
View More Posts Is It Too Late to Make a Move for 2023?
Written By: Alex Hammersley, CPA As year-end quickly approaches, we ...
View More Posts Do You Make Estimated Tax Payments?
Written By: Marissa Waldron Or are you expecting to OWE ...
View More Posts Year-End Charitable Giving
Written By: Anna Carlson Last year, Americans made individual charitable ...
View More Posts Market Update as 2023 Comes to an End
Written By: Ryan Rinehart As we approach the conclusion of ...
View More Posts IRS Updates Coming in 2024
Written By: Matt Jaskolka Fall is fading into Winter and ...
View More Posts A Look at Long-Term Care
Written By: A. Suzanne Robertson, CFP® It seems that Long-term ...
View More Posts Life Insurance and Income Annuities
Written By: Alex Hammersley, CPA Life is unpredictable, and one ...
View More Posts Social Security Changes in 2024
Written By: Marissa Waldron, CFP® We’re well into the fourth ...
View More Posts 2023 Year-End Planning Considerations
Written By: Shawn Perkins The weather is getting colder, leaves ...
View More Posts Stock Markets & Government Shutdowns: Yikes or Yawn?
Written By: Anna Carlson Earlier this month, a last-minute spending ...
View More Posts The Latest Updates on Interest Rates Now and Moving Forward
Written By: Ryan Rinehart Late last month the Federal Reserve ...
View More Posts Exploring the Key Differences Between Mutual Funds and ETFs
Written By: Matt Jaskolka Every week when I get the ...
View More Posts Social Security: No Call for Panic
Written By: A. Suzanne Robertson, CFP® After dinner presentations, I ...
View More Posts Is it Time to Shift to More Safety?
Written By: Alex, Hammersley, CPA Recently, many investors and analysts ...
View More Posts Mythbusters: Life Insurance Edition
Written By: Marissa Waldron, CFP® If you caught Shawn’s article ...
View More Posts Life Insurance Considerations
Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we ...
View More Posts Market Corrections Can Happen During the Good Years TooÂ
Written By: Ryan Rinehart 2023 has been a great year ...
View More Posts Fitch Downgrades U.S. Credit Rating
Written By: Â Matt Jaskolka Photo Credit: Reinhard Krause | Reuters ...
View More Posts How to Choose the Right Trustee and Executor for Your Estate
Written By: A. Suzanne Robertson, CFP® My post on 6/30/2023 ...
View More Posts Are You Watching the Gas Gauge?
Written By: Alex Hammersley, CPA Some of you may have ...
View More Posts Hard Conversations: Talking to Your Parents About Estate Planning
Written By: Marissa Waldron, CFP® There are many reasons people ...
View More Posts A Cheeseburger Used to Cost How Much?
Written By: Shawn Perkins, CFP®, AWMA It was around this ...
View More Posts Will, Trust, or Both?…Making the Right Estate Planning Choice
Written By: A. Suzanne Robertson, CFP® When it comes to ...
View More Posts Tax Considerations as We Approach the Second Half of 2023
Written By: Alex Hammersley, Financial Advisor We will soon be ...
View More Posts Tax Impacts on Social Security
Written By: Ryan Rinehart, Financial Advisor In my career as ...
View More Posts Update for Carlson Financial client accounts for May 2023
Written by: Dan Moylan, Chief Investment Officer, on June 5, ...
View More Posts A Client’s Bill of Rights
Written By: A. Suzanne Robertson, CFP® Sometimes it takes a ...
View More Posts What is a Fixed Indexed Annuity?
Written By: Alex Hammersley, Financial Advisor Fixed indexed annuities (FIAs) ...
View More Posts The Importance of the Foundation
Written By: Shawn Perkins, CFP®, AWMA Recently, many of our ...
View More Posts Vacation Amidst Inflation
Written By: Marissa Waldron, Financial Advisor Photo by Shutterstock Summer ...
View More Posts 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 … ...
View More Posts Protecting Yourself From Social Security Fraud
Written By: A. Suzanne Robertson, CFP® The phone rings. Caller ...
View More Posts 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, ...
View More Posts Social Security Considerations
Social Security is a part of most working American's retirement ...
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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 ...
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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 ...
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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 ...
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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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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 ...
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Bunching & Proper Withdrawal Planning
This week, we dive into two strategies to potentially lower ...
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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 ...
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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 ...
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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 ...
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 ...
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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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What Your Banker Might Not Tell You About Refinancing
Written By: Scott Rinehart, CPA Let’s talk a little bit ...
View More Posts Ready to Get Started?
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