Carls Recommendations

In this week’s video Scott shares some practical (and creative) ways to lower your expenses. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

Scott discusses our outlook on the stock market as the Democrats now control the White House. He shares some market challenges as well as reasons to be optimistic. If you…

In this week’s video Scott answers the following questions: What is an emergency fund? (and what is it not?)How much should you have in your emergency fund?How much should you have…

Scott answers your burning questions about the second stimulus!(filmed December 23, 2020) How much will you receive and when? What determines that amount? Are the payments taxable? What about PPP loans?…

Scott wants to hear from YOU! We want to continually be an educational resource for our clients and prospective clients. What do you want to hear about as we go into…

Scott has a challenge for you in the month of December. Watch as Scott discusses the importance of knowing how much you spend and the impact inflation has over time.…

There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware…

2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…

2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…

2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…