Carls Corner

Written By: Ryan Rinehart, Financial Advisor Last week the Federal Reserve raised the target federal funds rate for the eighth time in a row. These hikes have obviously been due…

Written By: Matt Jaskolka, Financial Advisor As if the U.S. economy and the world as a whole did not have enough to be concerned about in the near-term, we now…

Written By: Anna Carlson, Financial Advisor It’s no secret that entering into retirement can be a tricky situation. However, for those that are in the process of retiring now, a…

Written By: Alex Hammersley, Financial Advisor Tax planning is a large part of your financial planning, and correct tax planning can improve your financial plan significantly. At Carlson Financial we…

Written By: Shawn Perkins, CFP®, AWMA® Back in 2019, before your travel plans were up-ended and you began baking sourdough bread while confined to your home, there was a significant…

Markets hit their highs for the year in January and struggled to regain momentum over the next 12 months. What’s in store for investors in the new year — and…

Written By: Marissa Waldron, CFP® Here we are again … another new year. With 2022 in the rearview mirror, millions of Americans are setting their resolutions for 2023, and financial…

Written By: A. Suzanne Robertson, CFP® The phone rings.  Caller ID says it’s the local police.  Concerned, you answer.  On the line is a voice claiming to be with the…

Written By: A. Suzanne Robertson, CFP® Today is the last business day of 2022. You’ve survived Thanksgiving, Christmas, Hanukkah, and Boxing Day and you’re going through your end-of-year check list. …

Written By: Ryan Rinehart, Financial Advisor As 2022 comes to an end, it’s time to start planning for 2023. If you’re someone that’s retired or approaching retirement you’ve probably learned…