Carl’s Corner – All Posts

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

Lazy Money

Put your lazy money to work. Make it work harder ...
Read More

HSA’s & Health Insurance

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

July 2021 Recap

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

Market Volatility

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

Market Volatility

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

June 2021 Recap

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

Inflation – How to Fight the Uphill Battle

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

Annuities

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

How to Plan for Unexpected Early Retirement

One third of recent retirees retired sooner than they planned. ...
Read More

May 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The official first ...
Read More

Estate and Legacy Planning

Your legacy means a lot. Protect it by being prepared. ...
Read More

Biden Tax Proposal

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

April 2021 Recap

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

How To Strategically Fund Your Roth IRA

Think you don’t have enough funds to contribute to a ...
Read More

Bunching & Proper Withdrawal Planning

This week, we dive into two strategies to potentially lower ...
Read More

March 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Well, the first ...
Read More

Spousal IRAs

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

2020 IRA Contributions

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

February 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Spring is here ...
Read More

Investment Risk & Reward

Scott goes over the importance of putting the roof on ...
Read More

Rate of Return

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

Do It Yourself or Hire a Pro?

Scott discusses the importance of Integrating all the pieces of ...
Read More

January 2021 Recap

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

Projecting & Planning for 2021

Scott discusses reflecting on your 2020 savings goals and evaluating ...
Read More

Lowering Expenses

In this week's video Scott shares some practical (and creative) ...
Read More

Stock Market Update

Scott discusses our outlook on the stock market as the ...
Read More

Emergency Funds

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

Stimulus Round 2

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

What do YOU want to learn?

Scott wants to hear from YOU! We want to continually be ...
Read More

December Challenge

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

Year-End Deadlines: Tax Planning

There are a few tax planning items that have year-end ...
Read More

Election and the Stock Market Part 11: Where do we stand after the election?

2020 – It's been a crazy year, to say the ...
Read More

Election and the Stock Market Part 10: Where do we stand after the election?

2020 – It's been a crazy year, to say the ...
Read More

Election and the Stock Market Part 9: When the Polls are Wrong

2020 – It's been a crazy year, to say the ...
Read More

Election and the Stock Market Part 8: Two Big Issues Impacting the Market

2020 – It's been a crazy year, to say the ...
Read More

Election and the Stock Market Part 6: Update to the 3-Month Rule

2020 – It's been a crazy year, to say the ...
Read More

Important Things to Note During an Election Year: Trump’s Tax Returns

2020 – It's been a crazy year, to say the ...
Read More

Election and the Stock Market Part 3: How Does Congress Factor In?

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

Election and the Stock Market Part 1: S&P 500

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

Held Away Assets

Written By: Marissa Waldron, CFP We have expanded our services ...
Read More

Inflation Reduction Act

Carl Carlson discusses the Inflation Reduction Act - what we ...
Read More

Potential Planning Ideas During Market Volatility

Carl Carlson shares a few ways to take advantage of ...
Read More

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 ...
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

Ready to Get Started?

For more information about any of our products and services, schedule a meeting today or register to attend a event.

Or give us a call at (844) 227-5766.