Carls Recommendations

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…

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…

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…

Written By: Ryan Rinehart Late last month the Federal Reserve Board (“the Fed” or “the Board”) announced their latest decision regarding interest rates, while also discussing what may come the…

Written By: Matt Jaskolka Every week when I get the opportunity to speak with people who are interested in learning more about Carlson Financial, I am reminded that most people…

Written By: A. Suzanne Robertson, CFP® After dinner presentations, I like to circulate around the room to answer any questions guests might have.  Sometimes, if I finish my presentation early…

Written By: Alex, Hammersley, CPA Recently, many investors and analysts have viewed the stock market as uncertain, and many believe the United States has a high chance of going into…

Written By: Marissa Waldron, CFP® If you caught Shawn’s article last week, you’ll know that September is Life Insurance Awareness Month. Almost half of Americans are un- or underinsured. People…

Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we have many responsibilities when it comes to providing quality service to clients.  Cash flow management, tax planning, distribution strategy, investment…

Written By: Anna Carlson “There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it ‘retirement.’ I call it ‘bliss.’”  –  Betty…