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Carls Corner
How to Weather Down Markets as a Retiree
Written By: Marissa Waldron, CFP® Drops in the market can be panic-inducing anytime, but especially if you are retired and living off of investments. You might be concerned you don’t…
Read MoreWhat Does a Balanced Portfolio Look Like?Â
Written By: Dan Moylan The 60/40 portfolio has been suggested by financial advisors for decades and recognized as a simple strategy to have the balance most investors seek. This strategy…
Read MoreInterest Rates Remain Steady – For Now
Written By: Anna Carlson Quarterly economic projections show a majority of Fed officials who participated expect rates to fall to just 5.1 percent by the end of 2024. Policymakers say…
Read MoreInheritance Planning
Written By: Alex Hammersley, CPA Inheritance planning is a critical aspect of financial planning that often gets overlooked. As a financial advisor, I see many families and individuals struggle with…
Read MoreFamily Caregiving
Written By: Marissa Waldron, CFP® Family caregiving is a significant concern for many people due to the emotional, financial, and time demands it places on individuals. The statistics provided highlight…
Read MoreCelebrate Your Financial Independence This July 4th
Written By: Susannah Orzolek For many of us, retirement represents the ultimate freedom: the ability to do what you want, when you want, for as long as you can. It’s…
Read MoreProperty & Casualty Insurance
Written By: Alex Hammersley, CPA What is Property and Casualty Insurance? Property and Casualty (P&C) Insurance is a broad term that covers a range of policies designed to protect you…
Read MoreTest Drive Retirement
Written By: Marissa Waldron, CFP® Transitioning into retirement is a significant life event that comes with its unique set of challenges and opportunities. For the leading edge of Generation-X and…
Read MoreA Mid-Year Checklist
Written By: Carl Carlson As we rapidly approach the middle of the year, I think it’s a great time to slow down for a weekend, grab a couple beers, a…
Read MoreNasdaq Reaches Record High – Nvidia Leads the Way
Written By: Ryan Rinehart Happy Memorial Day weekend! I love heading into a three-day weekend with good news and today’s stock market certainly delivered that. Today the Nasdaq closed at…
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