Carls Corner

Written By: Marissa Waldron, CFP® The conclusion of a long and often contentious 2024 Presidential election resulted in a victory for Republican former President Donald Trump over Democratic Vice President…

Written By: Alex Hammersley, CPA Rolling over a 401(k) into an IRA is a common step many Americans take as they move jobs or approach retirement. It can be a…

Written By: Anna Carlson If you’re a parent, you know firsthand about wanting even better for your children than you want for yourselves. You strive for their confidence, stability, and…

Written By: Alex Hammersley, CPA  The Nasdaq, known for being tech-heavy and growth-oriented, has long been a focal point for investors seeking high returns. The index is home to companies…

Written By: Marissa Waldron, CFP®  Many seniors today are heavily dependent on Social Security as their primary source of income, which isn’t an ideal situation. As a result, the annual…

Written By: Susannah Orzolek Market volatility is an inevitable part of life for anyone whether they are still saving for retirement or relying on investments as a crucial component of…

Written By: Alex Hammersley, CPA Retirement planning is often likened to a long-distance marathon—it’s not just about crossing the finish line, but about maintaining a steady pace to ensure you…

Written By: Marissa Waldron, CFP® Drops in the market can be panic-inducing anytime, but especially if you are retired and living off of investments. You might be concerned you don’t…

Written By: Dan Moylan The 60/40 portfolio has been suggested by financial advisors for decades and recognized as a simple strategy to have the balance most investors seek.  This strategy…