Carls Recommendations

Written By: Alex Hammersley, CPA What is Property and Casualty Insurance? Property and Casualty (P&C) Insurance is a broad term that covers a range of policies designed to protect you…

Written By: Marissa Waldron, CFP® Transitioning into retirement is a significant life event that comes with its unique set of challenges and opportunities. For the leading edge of Generation-X and…

Written By: Carl Carlson As we rapidly approach the middle of the year, I think it’s a great time to slow down for a weekend, grab a couple beers, a…

Written By: Ryan Rinehart Happy Memorial Day weekend! I love heading into a three-day weekend with good news and today’s stock market certainly delivered that. Today the Nasdaq closed at…

Written By: Susannah Orzolek  The clock is ticking on the 2017 Tax Cuts and Jobs Act, which is set to expire at the end of 2025. As that date approaches,…

Written By: Alex Hammersley, CPA  As we journey through life, one thing becomes abundantly clear – health is wealth. However, the complexities of healthcare systems often leave individuals perplexed and…

Written By: Ryan Rinehart On Wednesday, the Federal Reserve (the Fed) decided to hold interest rates steady at about 5.3%, a level we have not seen in two decades. This…

Written By: Marissa Waldron, CFP® May 2 is National Life Insurance Day, being that it was the first day life insurance became available in the US (in the 1760s!). Now…

Written By: Anna Carlson Something’s gotta give with our national debt. Bloomberg recently conducted a million simulations on the US debt outlook, and 88% of them show our current borrowing…

Written By: Susannah Orzolek If you live to age 100, will your retirement savings last as long as you do? Most of us like the idea of living a long…