Carls Corner
May 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The official first day of summer is on the way and the vaccinations have accelerated our economic recovery in the U.S., allowing most…
Read MoreEstate and Legacy Planning
Your legacy means a lot. Protect it by being prepared. In this video, Scott shares the five documents you need to include in your retirement estate plan. You need an…
Read MoreBiden Tax Proposal
The Biden Administration has proposed an increase in the capital gains tax rate and the elimination of the Step-Up in Basis Law. Do you know how it might affect your…
Read MoreApril 2021 Recap
Written By: Dan Moylan, Chief Investment Officer The stock market continues the uptrend with President Biden’s vaccination initiative having a big impact on many economies opening up. The S&P, NASDAQ…
Read MoreHow To Strategically Fund Your Roth IRA
Think you don’t have enough funds to contribute to a Roth IRA? This week, Scott explores several options that might make it possible for you. Funding a Roth IRA is…
Read MoreBunching & Proper Withdrawal Planning
This week, we dive into two strategies to potentially lower your tax bill: Bunching and Proper Withdrawal Planning. Save Thousands with Bunching Bunching your annual deductions could save you thousands,…
Read MoreMarch 2021 Recap
Written By: Dan Moylan, Chief Investment Officer Well, the first quarter of 2021 has ended, I hope everyone had the opportunity to enjoy some nice Spring weather and get outdoors…
Read MoreSpousal IRAs
Scott shares some tips on using Spousal IRAs to maximize your tax benefits. You may still be able to take advantage of these tips for 2020, since the new tax…
Read MoreTax Deadline Extended
The April 15th deadline to file 2020 federal income taxes for individuals has been automatically extended to May 17th, 2021 according to the recent announcement from the Treasury Department and…
Read More2020 IRA Contributions
It is tax season and time to decide whether you should make a contribution to your Traditional or Roth IRA. How can you ultimately maximize the benefit of your IRA…
Read More