Carls Corner

Written By: Anna Carlson The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got…

Written By: Alex Hammersley, CPA For those under the age of 65, the Affordable Care Act (ACA), also known as “Obamacare,” can result in serious savings on health insurance. For…

Written By: Ryan Rinehart Happy Friday! The beginning of the year is always an excellent time to evaluate all your investments, including any current or old 401(k) accounts you have…

Written By: Susannah Orzolek 2024 is poised to be a historic milestone for America’s retirement system, marked by what has been cleverly called “Peak 65.” An average of 11,000 Americans…

Written By: Anna Carlson What are your top three investment goals? How do you think your goals could change after doing one simple exercise? Any of us can answer that…

Written By: MARISSA WALDRON, CFP® In the ever-changing world of finance, one of the key indicators that can significantly impact your money is interest rates. Recently, there has been talk…

Written By: Alex Hammersley, CPA For as long as the stock market has been around, there has been no shortage of shakeups. It seems like once a month, there is…

Written By: Ryan Rinehart It’s officially 2024, and whether or not you’re someone who likes to participate in New Year’s resolutions, I always think the beginning of the new year…

Written By: Alex Hammersley, CPA As year-end quickly approaches, we could find ourselves in a pinch to make last-minute financial and tax moves. Luckily, there are a few accounts that…

Written By: Marissa Waldron Or are you expecting to OWE money to the IRS when you file your taxes?  If so, read on! Here in the US, we have a…