Carnegie Investment Counsel Blog

Carnegie Investment Counsel

Carnegie Investment Counsel
Carnegie Investment Counsel is an Registered Investment Adviser (RIA) providing personalized financial guidance to help you preserve and grow your wealth, so you are freer to enjoy your life. As your fiduciary, we are obligated to place your investing success ahead of our returns.
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Recent Posts

Federal Solar Tax Credit for Savvy Investors: Save With the Sun

Posted by Carnegie Investment Counsel on Nov 1, 2023 9:00:00 AM

As the world increasingly embraces sustainable energy solutions, the popularity of solar panels has soared for both residential and commercial energy generation. Beyond the environmental benefits, solar energy offers a plethora of tax incentives , like the federal solar tax credit, that can significantly bolster the financial position of savvy individuals. 

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Topics: Taxes

Successful Financial Planning During Divorce: Building a Secure Future

Posted by Carnegie Investment Counsel on Oct 18, 2023 9:30:00 AM

Divorce can be emotionally and financially challenging, but with careful financial planning during divorce, you can navigate this difficult phase with confidence. Here are the financial strategies you need to get through this arduous time and build a secure future.

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Topics: Financial Planning

Are You Raising Financially Responsible Children? 6 Tips to Empower the Next Generation

Posted by Carnegie Investment Counsel on Oct 4, 2023 10:00:00 AM

As a parent, you want to prepare your children to navigate the world confidently, and that includes the world of money. Instilling healthy financial habits from an early age will help set them on the path to being financially responsible children. But how do you know if you’re instilling those essential habits? Here are six tips: 

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Topics: Financial Planning

Early Retirement: Strategies and Factors to Consider

Posted by Carnegie Investment Counsel on Sep 6, 2023 1:37:00 PM

Early retirement can be an enticing idea, but it requires careful consideration and planning.

Retirement…the golden phase of life that many of us aspire to achieve, where we can bid farewell to the daily grind and embrace the freedom to pursue our passions. Yet there is a lot to consider before making the leap, even if you have the financial resources available. 

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Which Retirement Savings Account Is Right for You? Optimizing Retirement Savings

Posted by Carnegie Investment Counsel on Aug 25, 2023 9:45:37 AM

What do you see when you envision your retirement? Are you on a sailboat in the Mediterranean? Baking cookies with your laughing grandchildren? Starting up that small business you were always passionate about? Writing that book like you always wanted? Realizing your dreams requires financial resources and a well-structured plan that optimizes savings and minimizes tax burdens.

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When to Claim Social Security: Factors to Consider When Deciding on Benefits

Posted by Carnegie Investment Counsel on Aug 16, 2023 4:48:00 PM

Social Security benefits play a crucial role in retirement planning, and deciding when to claim them can have a significant impact on your financial future. Making an informed decision requires careful consideration of several factors. So, how do you know the optimal time to claim Social Security benefits?

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Portfolio Risk Management: Navigating a Volatile Market with Effective Strategies

Posted by Carnegie Investment Counsel on Aug 2, 2023 10:16:00 AM

Navigating the market can be challenging even in favorable conditions, but the task becomes even more daunting during periods of volatility. It's especially beneficial to rely on effective portfolio risk management strategies during those times. 


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Preserving Your Wealth for Generations to Come: How to Build a Legacy of Financial Stability

Posted by Carnegie Investment Counsel on Jul 17, 2023 2:12:42 PM

Building wealth is a significant achievement but preserving it for future generations is another accomplishment entirely. A legacy of financial stability requires careful planning and strategic decision-making because wealth preservation goes beyond accumulating assets; it involves a comprehensive approach to protecting and growing wealth while minimizing risks and mitigating potential challenges. 

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Seniors: Should You Add a Trusted Contact?

Posted by Carnegie Investment Counsel on Mar 21, 2023 2:00:00 PM

No one likes to think about falling victim to a scam or suffering a medical emergency, but the sobering truth is that these situations do occur. If this type of trouble arises, you may need someone to advocate for you or serve as your liaison. Having a trusted contact is extremely important when it pertains to the management and protection of your finances. 

Here’s how to begin the process of adding a trusted contact to your financial advisor account to prevent any disconnect.

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Topics: Financial Planning, Investment Management, Retirement Planning

How to Store Important Documents: At Home and Online

Posted by Carnegie Investment Counsel on Mar 14, 2023 2:00:00 PM

Storing important documents, like financial statements from your financial advisor, isn’t just a matter of organization: It’s key to keeping your information safe and limiting the risk of identity theft. Here’s everything you need to know about storing important documents at home or online.

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Topics: Financial Planning, Investment Management

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