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Carls Corner
Nasdaq 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…
Read MoreNavigating Tax Changes: Strategies to Save Before Rates Rise
Written By: Susannah Orzolek The clock is ticking on the 2017 Tax Cuts and Jobs Act, which is set to expire at the end of 2025. As that date approaches,…
Read MoreUnderstanding Supplemental Health Insurance to Medicare
Written By: Alex Hammersley, CPA As we journey through life, one thing becomes abundantly clear – health is wealth. However, the complexities of healthcare systems often leave individuals perplexed and…
Read MoreThe Federal Reserve Decides to Keep Interest Rates High – Are You Taking Advantage?
Written By: Ryan Rinehart On Wednesday, the Federal Reserve (the Fed) decided to hold interest rates steady at about 5.3%, a level we have not seen in two decades. This…
Read MoreLife Insurance as a Planning Tool
Written By: Marissa Waldron, CFP® May 2 is National Life Insurance Day, being that it was the first day life insurance became available in the US (in the 1760s!). Now…
Read More$34,667,768,388,524 & Counting….
Written By: Anna Carlson Something’s gotta give with our national debt. Bloomberg recently conducted a million simulations on the US debt outlook, and 88% of them show our current borrowing…
Read MoreThe Longevity Conundrum: Ensuring Your Retirement Lasts as Long as You Do
Written By: Susannah Orzolek If you live to age 100, will your retirement savings last as long as you do? Most of us like the idea of living a long…
Read MoreElection Years: Historical Trends
Written By: Alex Hammersley, CPA Presidential election years often bring about a mixture of anticipation and uncertainty in the stock market. With shifting political landscapes and policy proposals, investors often…
Read MoreHow Does the Market React to Government Shutdowns?
Written By: Ryan Rinehart Just five months ago we were discussing the possibility of a government shutdown, and unfortunately here we are again, facing another partial shutdown. When shutdowns are…
Read More7 Daily Habits of Thriving Retirees: Embracing the Golden Years
Written By: Marissa Waldron, CFP® Retirement is often seen as a time for relaxation and winding down, but for many, it’s an opportunity for growth, exploration, and continued vitality. Have…
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