Carls Corner
“Am I Ready for Retirement?”
Written By: Matt Jaskolka, Financial Advisor “Do I have enough saved?” “Will Social Security still be around for me to collect?” “How will taxes affect me?” “Will I be able…
Read MoreU.S. GDP Growth Beats Expectations in Q3
Written By: Anna Carlson, Financial Advisor The growth of the U.S. economy beat expectations in the third quarter of 2022, with the GDP rate rising by an annualized rate of…
Read MoreAre Interest Rates Going Up Again? And What Does That Mean?
Written By: Jacob Baugher, Financial Advisor The short answer: Maybe. A lot of experts seem to expect it, and the Federal Reserve’s chairman, Jerome Powell, was recently quoted saying: “It’s…
Read MoreInflation & Holiday Spending
Written By: Alex Hammersley, Financial Advisor With Black Friday and the Christmas season among us, consumers might wonder how inflation has affected consumer discretionary items like toys, clothes, electronics, etc.…
Read MoreRetirement Planning Marathon
Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife and a few family members completed a half marathon here in Richmond (congratulations if you were one of the runners,…
Read MoreClaiming Social Security
Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…
Read MoreLump Sum Distributions
Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…
Read MoreHow to Utilize Partial Roth Conversions to Minimize Taxes & Extend Your Wealth
Written By: Matt Jaskolka, Financial Advisor Welcome back. If you missed last week’s blog, I encourage you to take a peek here. Today, we will continue that conversation and explore…
Read MoreRoth Conversions & You: How Smart Investors Are Taking Advantage of Depressed Portfolios
Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 has been difficult. 40-year-high inflation, rising interest rates, a foreign war, domestic concerns, and a seemingly always-declining stock market, are…
Read MoreThe Year is 1981…
Written By: Anna Carlson, Financial Advisor …You’re headed to the movie theater in a wood-panel station wagon as you listen to your new favorite song, ‘Jessie’s Girl’, play on the…
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