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From Our Team

Featured Post

Inflation & Holiday Spending

Written By: Alex Hammersley, Financial Advisor With Black Friday and ...
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From Carl

Featured Post

Hot Off the Press!…2023 Social Security, Cost of Living Increase

Watch the video below to hear what Carl has to ...
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Retirement Planning Marathon

Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife ...
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Claiming Social Security

Written By: A. Suzanne Robertson, CFP® Over the past two ...
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Lump Sum Distributions

Written By: Ryan Rinehart, Financial Advisor Are you someone that ...
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Inflation Reduction Act

Carl Carlson discusses the Inflation Reduction Act - what we ...
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Potential Planning Ideas During Market Volatility

Carl Carlson shares a few ways to take advantage of ...
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Investment Portfolio Update – January 24, 2022

Carl Carlson, CEO & Founder, discusses the current market correction ...
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Investment Portfolio Update – April 8th, 2021

Carl Carlson, CEO & Founder, discusses how we have our ...
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