Carl’s Corner – All Posts

Life Insurance as a Planning Tool

Written By: Marissa Waldron, CFP® May 2 is National Life ...
Read More

$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

Riding the Rollercoaster

Written By: Anna Carlson The S&P 500 broke the 5,000 ...
Read More

Affordable Care Act

Written By: Alex Hammersley, CPA For those under the age ...
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

How Are Stocks Really Performing?

Written By: Alex Hammersley, CPA For as long as the ...
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

IRS Updates Coming in 2024

Written By: Matt Jaskolka Fall is fading into Winter and ...
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 ...
Read More

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

 No Shoes Required

Written By: Anna Carlson “There is a whole new kind ...
Read More

Market Corrections Can Happen During the Good Years Too 

Written By:  Ryan Rinehart 2023 has been a great year ...
Read More

Fitch Downgrades U.S. Credit Rating

Written By:  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

Are You Watching the Gas Gauge?

Written By: Alex Hammersley, CPA Some of you may have ...
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 ...
Read More

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 ...
Read More

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

Cash (Flow) is King

Written By: Matt Jaskolka A couple weekends ago around a ...
Read More

The Donor-Advised Fund

Written By: A. Alex Hammersley Do you want to make ...
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 ...
Read More

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

Expiring Tax Rates

Written By: Marissa Waldron, CFP® It’s hard to believe it’s ...
Read More

Is it Enough?

Written By: A. Suzanne Robertson, CFP® The markets wreaked havoc ...
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 ...
Read More

Q4 2022 Market Talk

Markets hit their highs for the year in January and ...
Read More

2023 Financial Resolutions

Written By: Marissa Waldron, CFP® Here we are again … ...
Read More

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

Claiming Social Security

Written By: A. Suzanne Robertson, CFP® Over the past two ...
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 ...
Read More

June 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on July 12, ...
Read More

May 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on June 2, ...
Read More

Bear Markets – What to Know

Now is a great time for a "refresher" on bear ...
Read More

Corrections and Crashes and Bear Markets – Oh My!

Scott discusses the current market volatility in relation to market ...
Read More

April 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on May 6, ...
Read More

February 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on March 2, ...
Read More

Money Lessons We Wish We Learned Sooner

What’s the first big lesson you learned about money? How ...
Read More

Now & Future Costs

What do you think inflation will do over the next ...
Read More

January 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on February 1, ...
Read More

Creating Better Financial Behaviors

We can’t control what markets or economies do. But we ...
Read More

December 2021 Recap

Written By: Dan Moylan, Chief Investment Officer (on January 5, ...
Read More

November 2021 Recap

Written By: Dan Moylan, Chief Investment Officer (on December 3, ...
Read More

Social Security Considerations

Social Security is a part of most working American's retirement ...
Read More

October 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Well, U.S. stock ...
Read More

How to Plan for Market Downturns

Your risk tolerance is one of many factors to be ...
Read More

Do You Know Your Risk Tolerance?

Your risk tolerance is one of many factors to be ...
Read More

September 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The market gave ...
Read More

When is it Time to Get a Second Opinion?

Whether you have a financial advisor or you are a ...
Read More

All the Above

The planning and investing you do while preparing for retirement ...
Read More

August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has ...
Read More

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

Riding the Rollercoaster

Written By: Anna Carlson The S&P 500 broke the 5,000 ...
View More Posts

Affordable Care Act

Written By: Alex Hammersley, CPA For those under the age ...
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

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

 No Shoes Required

Written By: Anna Carlson “There is a whole new kind ...
View More Posts

Market Corrections Can Happen During the Good Years Too 

Written By:  Ryan Rinehart 2023 has been a great year ...
View More Posts

Fitch Downgrades U.S. Credit Rating

Written By:  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

Cash (Flow) is King

Written By: Matt Jaskolka A couple weekends ago around a ...
View More Posts

The Donor-Advised Fund

Written By: A. Alex Hammersley Do you want to make ...
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

Is it Enough?

Written By: A. Suzanne Robertson, CFP® The markets wreaked havoc ...
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

Q4 2022 Market Talk

Markets hit their highs for the year in January and ...
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

June 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on July 12, ...
View More Posts

May 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on June 2, ...
View More Posts

Bear Markets – What to Know

Now is a great time for a "refresher" on bear ...
View More Posts

Corrections and Crashes and Bear Markets – Oh My!

Scott discusses the current market volatility in relation to market ...
View More Posts

April 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on May 6, ...
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

Now & Future Costs

What do you think inflation will do over the next ...
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 ...
View More Posts

October 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Well, U.S. stock ...
View More Posts

How to Plan for Market Downturns

Your risk tolerance is one of many factors to be ...
View More Posts

Do You Know Your Risk Tolerance?

Your risk tolerance is one of many factors to be ...
View More Posts

September 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The market gave ...
View More Posts

When is it Time to Get a Second Opinion?

Whether you have a financial advisor or you are a ...
View More Posts

All the Above

The planning and investing you do while preparing for retirement ...
View More Posts

August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has ...
View More Posts

Lazy Money

Put your lazy money to work. Make it work harder ...
View More Posts

HSA’s & Health Insurance

In this week's video Scott discusses 3 ways to make ...
View More Posts

July 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The stock market ...
View More Posts

Market Volatility

This week Scott shares strategies to combat market volatility. At Carlson ...
View More Posts

Market Volatility

This week Scott answers the following questions: What is the ...
View More Posts

June 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Hello everyone, and ...
View More Posts

Inflation – How to Fight the Uphill Battle

In the last twelve months, we have seen an inflation ...
View More Posts

Annuities

Annuities are often used as a tool for guaranteed income ...
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. ...
View More Posts

Biden Tax Proposal

The Biden Administration has proposed an increase in the capital ...
View More Posts

April 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The stock market ...
View More Posts

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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Spousal IRAs

Scott shares some tips on using Spousal IRAs to maximize ...
View More Posts

2020 IRA Contributions

It is tax season and time to decide whether you ...
View More Posts

February 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Spring is here ...
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Investment Risk & Reward

Scott goes over the importance of putting the roof on ...
View More Posts

Rate of Return

How important is the Rate of Return to your overall ...
View More Posts

Do It Yourself or Hire a Pro?

Scott discusses the importance of Integrating all the pieces of ...
View More Posts

January 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Happy 2021 and ...
View More Posts

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) ...
View More Posts

Stock Market Update

Scott discusses our outlook on the stock market as the ...
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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 ...
View More Posts

December Challenge

Scott has a challenge for you in the month of ...
View More Posts

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 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 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 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 1: S&P 500

2020 – It's been a crazy year to say the ...
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Held Away Assets

Written By: Marissa Waldron, CFP We have expanded our services ...
View More Posts
30 year mortgage rate

What Your Banker Might Not Tell You About Refinancing

Written By: Scott Rinehart, CPA Let’s talk a little bit ...
View More Posts

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