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Carls Recommendations
Common Regrets Among Retirees – And What You Can Learn From Them
Written By: Marissa Waldron, CFP® As the new year begins, many of us are thinking about fresh starts and future plans, especially if retirement is on the horizon. While no…
Read MoreNew Year, New Financial Goals: How to Get Your Finances in Order in 2025
Written By: Ian Gallagher As the calendar flips over to a new year, millions of Americans make New Year’s resolutions to improve various aspects of their lives—better health, more travel,…
Read MoreHow Presidential Elections Affect the Stock Market
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…
Read MoreAvoiding Costly IRA Mistakes: What You Need to Know Before Rolling Over Your 401(k)
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…
Read MoreOvercoming Financial Hurdles: Building a Secure Retirement for Future Generations
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…
Read MoreUnderstanding the Average Length of a Bull Market in the Nasdaq: What History Tells Us
Written By: Alex Hammersley, CPAÂ 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…
Read MoreSocial Security’s 2025 COLA – Don’t Get Your Hopes Up
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…
Read MoreNavigating Market Volatility in Retirement: Lessons from Recent Turbulence
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…
Read MoreMaximizing Your Retirement: The Art of the Withdrawal Rate
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…
Read MoreHow to Weather Down Markets as a Retiree
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…
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