Kurt Carlson CFP

05/29/2025

May 29 is the perfect day for some college math. Use this calculator to estimate the cost of higher education for your child or grandchild. https://bit.ly/4iF0G9M

05/28/2025

As the AI trend continues, what does it mean for the software industry?

Software spending is in decline, while trends in AI may take more wallet share.

05/27/2025

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you? Let’s review the tax implications before you decide.

For certain investors, a market decline can be a good opportunity to explore the benefits of a Roth conversion.

05/26/2025

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Their courage and dedication will never be lost to time.

05/24/2025

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

05/23/2025

You work hard to save for retirement – help safeguard it with an investing strategy called tax diversification. I can help you determine how and when your retirement assets are taxed to help you keep more of your hard-earned money.

Diversify the tax treatment of your investments to help reduce the taxes you pay now and in retirement.

05/22/2025

Can you spot the red flags? Review eight easy ways to stay safe and protect yourself from fraud.

Help keep your information safe from fraud and bad actors.

05/21/2025

How much money should you have in your cash reserve? And is it possible for your cash reserve to be too big? I can help you decide how much to set aside for different circumstances so you can keep your money working for you.

Find out how much money you should keep in your emergency fund.

05/20/2025

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

05/19/2025

Are you making a costly mistake on your taxes? For example, many people sell an asset before the 1-year mark, impacting their capital gains rates. We can work with you and your tax professional to help you take advantage of the current tax code.

Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.

05/19/2025

Congratulations to the class of 2025! What's next for the graduate in your life?

05/17/2025

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP