Carl’s Corner – All Posts

September 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The market gave ...
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August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has ...
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HSA’s & Health Insurance

In this week's video Scott discusses 3 ways to make ...
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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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Market Volatility

This week Scott answers the following questions: What is the ...
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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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Annuities

Annuities are often used as a tool for guaranteed income ...
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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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Spousal IRAs

Scott shares some tips on using Spousal IRAs to maximize ...
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2020 IRA Contributions

It is tax season and time to decide whether you ...
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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 ...
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Rate of Return

How important is the Rate of Return to your overall ...
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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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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 ...
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December Challenge

Scott has a challenge for you in the month of ...
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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 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 ...
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Investment Portfolio Update – January 7th, 2021

From the Georgia elections to the attack on our Capitol ...
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Investment Portfolio Change – November 12th, 2020

2020 - it has been a crazy year and an ...
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Election Update – November 4th, 2020

2020 - it has been a crazy year and an ...
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Investment Portfolio Change

Carlson Financial is making changes to our clients' investment portfolios ...
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30 year mortgage rate

What Your Banker Might Not Tell You About Refinancing

Written By: Scott Rinehart, CPA Let’s talk a little bit ...
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2.2 Trillion Senate Stimulus Plan: What does this mean for me?

A complete and comprehensive breakdown of the recently-passed Senate plan ...
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September 2021 Recap

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

August 2021 Recap

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

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 ...
View More Posts

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 ...
View More Posts

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 ...
View More Posts

Emergency Funds

In this week's video Scott answers the following questions:What is ...
View More Posts

Stimulus Round 2

Scott answers your burning questions about the second stimulus!(filmed December ...
View More Posts

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 ...
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 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 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 1: S&P 500

2020 – It's been a crazy year to say the ...
View More Posts

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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