The Latest From Our Blog

Life’s unexpected financial challenges may lead you to consider tapping into your 401(k) early. While hardship withdrawals and loans can provide immediate relief, they come with significant financial consequences—taxes, penalties, and long-term retirement impacts. Before making a decision, it’s essential to understand your options and explore alternatives. In this blog, we break down the pros, cons, and key considerations to help you make the best choice for your financial future. 💰📊

Insurance rates are on the rise, leaving many wondering why their premiums keep increasing. Factors like inflation, supply chain disruptions, and higher claims costs are driving up prices. In this blog, we break down the key reasons behind rising insurance rates and share expert tips to help you lower your premiums without sacrificing coverage. Read on to take control of your insurance costs.

January is Financial Wellness Month—an ideal time to evaluate and update your financial strategy. Discover practical tips for defining financial wellness, setting achievable goals, managing debt, creating an emergency fund, and planning for retirement. Connect with a financial professional to build a strategy tailored to your unique needs and aspirations. Start your journey to financial stability and peace of mind today!

Kick off 2025 with expert insights from Brett Carleton, CFP®, ChFC, in the Winter 2025 Market Perspectives. Discover how the Federal Reserve's rate changes, U.S. market resilience, and evolving tax policies are shaping the economic outlook. Stay ahead in a dynamic financial landscape with strategies tailored to navigate uncertainty and seize opportunities.

This blog is about the country's oldest and youngest average retirement ages and the factors influencing these averages.

This blog will be about fire safety tips for the winter months.

This blog will talk about dividend yields, including what they are, how they are calculated, and how to invest in dividends.

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

This blog is about the indirect and direct economic impacts of cybersecurity breaches.

This blog will provide some tips and things to consider before embarking on fall home maintenance or renovation projects.

This blog will be about Breast Cancer Awareness Month, celebrated every year in October.

Fall 2024 Market Perspectives with Brett Carleton