On the journey to a successful retirement we know that small habits can add up over time. Every dollar saved and invested has a chance to grow, and the earlier we save the more growth potential that dollar has. Since we know this is true, savvy savers look for ways to invest a few more dollars and get that process started sooner, rather than later. This can lead to activities such as clipping coupons, keeping the thermostat set to a more reasonable temperature, or bringing a sack lunch to work ... [Continue Reading]
Financial Planning for Women
Articles and resources related to Financial Planning for Women.
Many of you have been hearing or reading in the news the discussion on what is referred to as the “Fiduciary Rule.” A version of the Fiduciary Rule was originally proposed in 2010 by the Department of Labor (DOL), then quickly withdrawn amid great protest in the financial industry. Essentially, the concept is and was to overhaul ERISA (Employee Retirement Income Security Act)—originally enacted in 1974 to regulate the quality of financial advice surrounding retirement. In 2015, President Obama ... [Continue Reading]
At Carlson Capital Management (CCM), we are very intentional about involving our clients in the integrated planning process. We want all clients to engage with us in a way that fosters trust and understanding about the work we do on their behalf to help them with their financial future. CCM has nearly 800 client relationships of which more than ninety percent involve a female. Whether they are married, single, divorced, or widowed, just about every relationship at CCM includes a woman who is ... [Continue Reading]