Carls Corner

Written By: A. Suzanne Robertson, CFP® Today is the last business day of 2022. You’ve survived Thanksgiving, Christmas, Hanukkah, and Boxing Day and you’re going through your end-of-year check list. …

Written By: Ryan Rinehart, Financial Advisor As 2022 comes to an end, it’s time to start planning for 2023. If you’re someone that’s retired or approaching retirement you’ve probably learned…

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…

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…

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…

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.…

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,…

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…

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…

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…