Carls Recommendations

Written By: Alex Hammersley, CPA For as long as the stock market has been around, there has been no shortage of shakeups. It seems like once a month, there is…

Written By: Ryan Rinehart It’s officially 2024, and whether or not you’re someone who likes to participate in New Year’s resolutions, I always think the beginning of the new year…

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…

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…

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…

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,…

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…

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…

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…

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…