Carls Recommendations
Is It Too Late to Make a Move for 2023?
Written By: Alex Hammersley, CPA As year-end quickly approaches, we could find ourselves in a pinch to make last-minute financial and tax moves. Luckily, there are a few accounts that…
Read MoreDo You Make Estimated Tax Payments?
Written By: Marissa Waldron Or are you expecting to OWE money to the IRS when you file your taxes? If so, read on! Here in the US, we have a…
Read MoreYear-End Charitable Giving
Written By: Anna Carlson Last year, Americans made individual charitable contributions of more than $319 billion. As Warren Buffett says, in general we’re a “generous society.” If your financial plan…
Read MoreMarket Update as 2023 Comes to an End
Written By: Ryan Rinehart As we approach the conclusion of 2023, I wanted to revisit the blog I shared back in August regarding market downturns and how they often occur,…
Read MoreIRS Updates Coming in 2024
Written By: Matt Jaskolka Fall is fading into Winter and snow is beginning to accumulate in parts of the United States as we look to wrap up 2023 and head…
Read MoreA Look at Long-Term Care
Written By: A. Suzanne Robertson, CFP® It seems that Long-term Care (LTC) has been a common theme for questions I’ve been receiving lately from prospective clients and clients alike, so…
Read MoreLife Insurance and Income Annuities
Written By: Alex Hammersley, CPA Life is unpredictable, and one of the most significant responsibilities we have is to ensure financial security for ourselves and our loved ones. Life insurance…
Read MoreSocial Security Changes in 2024
Written By: Marissa Waldron, CFP® We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. The Social Security Administration (SSA) recently…
Read More2023 Year-End Planning Considerations
Written By: Shawn Perkins The weather is getting colder, leaves are beginning to change color, and football season is in full swing. Fall is hands down my favorite time of…
Read MoreStock Markets & Government Shutdowns: Yikes or Yawn?
Written By: Anna Carlson Earlier this month, a last-minute spending bill was sent to the President’s desk just hours before the federal shutdown deadline. The temporary measure allows the government…
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