Carls Corner

Written By: A. Alex Hammersley Do you want to make the most of your giving and save on taxes? Depending on your circumstances, a donor-advised fund (DAF) can satisfy both…

Written By: A. Suzanne Robertson, CFP® Typically, around this time of year, I would write a post about strategies I hope your financial advisor or accountant is discussing with you…

Written By: Marissa Waldron, Financial Advisor Last year was a year of “worsts” for our economy. Inflation was (is) high, the S&P 500 lost almost 20%, even the bond market…

Written By: Ryan Rinehart, Financial Advisor The last few weeks Social Security Benefits have been a hot topic as Republicans and Democrats continue to bicker about which party wants to…

Written By: Anna Carlson Did you perfectly time your mortgage payoff date to align with your retirement? Or perhaps you’re flush with retirement income and have decided to continue with…

Written By: Shawn Perkins, CFP®, AWMA® In light of what’s happening in today’s environment, I’m reminded of George Bailey’s Bailey Building and Loan in It’s a Wonderful Life.  You may…

Written By: Alex Hammersley, Financial Advisor Are you a participant in a qualified retirement plan? If so, I want to tell you about the benefits of rolling over your retirement…

Written By: Shawn Perkins, CFP®, AWMA® When building your income plan, one of the most crucial components to consider is Social Security.  As we’re covering this, our clients often ask,…

Written By: Marissa Waldron, CFP® It’s hard to believe it’s been over five years since the Tax Cuts and Jobs Act (TCJA) took effect, which means we only have three…

Written By: A. Suzanne Robertson, CFP® The markets wreaked havoc on even the best strategized portfolios last year.  Coupled with inflation running amok for so long, it’s no small wonder…