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March 26, 2019

Tax Loss Harvesting: Why Bother?

At any age people hate losing money and love talking about their winning investments. I’ve practiced in the financial services industry for more than 20 years and I am amazed at how many stories I’ve heard about “the best trade I ever made” or “how much money was made on a once in a lifetime […]

August 9, 2018

Introducing the Sound Financial House

The Sound Financial House This is where the “Sound Financial House” comes in. It is designed to help you get and keep your financial house in order. You build it from the ground up starting with the most important “stories” at the lower levels. You want to get those right before working your way to […]

July 19, 2018

Invest at Your Own Speed

Gamblers love the thrill of investing. They do not enjoy a disciplined, programmatic investment strategy. They might like the results, i.e. the returns, but they wouldn’t enjoy the journey, the process. My grandparents lived through the Great Depression. They did not take any investment risks the rest of their lives. They could have made more money investing in […]

July 5, 2018

What Matters in Investing: Returns You Can Eat

You may have heard of this quote from Robert Kiyosaki, “it is not what you make, it is what you keep.” The purpose behind this analogy is simple – understanding what you earn, after you pay investment fees, income taxes, capital gains taxes and considering inflation is what matters most. Before an investor or their […]

August 23, 2016

Retirement Pitfalls and How to Avoid Them

Many individuals will avoid the topic of retirement. When people think about retirement planning, they automatically assume the conversation will focus on the end of their life, so they disregard it. But we disagree with that and believe retirement planning is about focusing on how to best enjoy your life. To begin the retirement planning […]

March 23, 2016

Money Lessons That Are Important to Pass Along

The journey our children go through in life from a baby to their toddler years, to a teenager, to their eager years of adulthood can happen so quickly or it can feel like an eternity. Throughout life, you will teach your children many lessons that will help shape them while creating memories that will last […]

September 23, 2015

Retirement To-Do List

Read more here. Article-Retirement-Year-To-Do-List_Carlin-Sept-2015

August 23, 2015

The Pay You First College Savings Plan

Read more here: Article-Saving-for-College_Carlin-Aug-2015

June 23, 2015

Establish Credit Today, Save Tomorrow

Read more here. Article-Credit-Score-Checkup_Carlin-June-2015

February 22, 2015

3 Reasons to Look at Your 401k Now

Read more here: Article-3-Reasons-to-Look-at-Your-401k_Carlin-Feb-2015

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