Carnegie Investment Counsel Blog

What Happens Next?

Posted by Raz Pounardjian on Apr 24, 2020 10:00:00 AM

I saw an interesting prediction on Twitter a couple of weeks ago and it made me think of a quote from Amazon founder and CEO, Jeff Bezos: “What’s going to change in the next 10 years? And that is a very interesting question; it's a very common one. I almost never get the question: 'What's not going to change in the next 10 years?'”

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Topics: Financial Planning

Financial Planning for Families Living with Parkinson's

Posted by Donald L Haisman, CFP® on Apr 21, 2020 11:45:00 AM

How It Happened: My Personal Parkinson’s Story as originally published in the Parkinson’s Journal 

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Topics: Financial Planning

7 Ways to Simplify Finances Before Retirement

Posted by Gary Wagner on Apr 14, 2020 11:29:00 AM

As you approach retirement, organizing your finances will be one of the most critical steps you take when beginning your transition out of the workplace. There are plenty of retirement planning tips and philosophies out there, but many people in their 50s with $500k or more saved don’t yet know how to simplify their finances before retirement.

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Topics: Financial Planning

Tax Season Senior Scams Alert - 8 New (and Age-Old) Financial Scams to Watch For

Posted by Gary Wagner on Apr 7, 2020 12:05:07 PM

Sadly, tax season is a prime time for scammers to target senior citizens. Here are eight common scams making the rounds this year. Please share them with older relatives, friends and everyone else: Awareness is a primary component of stopping these threats.

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Topics: Financial Planning

5 Savvy Moves During a Bear Market

Posted by Gary Wagner on Mar 30, 2020 3:30:00 PM



What should we do in a bear market? That’s the question we’ve been hearing a lot these last few days. Here are five ideas for things you can do right now to set yourself up for success in the days ahead.

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Topics: Financial Planning

Personal + Finance: 6 Big Life Events When You Should Call Your Financial Advisor

Posted by Linda Fousek on Mar 25, 2020 10:00:00 AM

Our feelings and finances are often intertwined. As advisors, when we meet with clients, most of the time we spend more time discussing the personal side of finance than the dollars and cents.

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Topics: Financial Planning

A Few Things That May Impact Your Wealth

Posted by Raz Pounardjian on Mar 6, 2020 1:30:00 PM

Here are our thoughts on a few factors that may impact your wealth. 

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Topics: Financial Planning

New FICO Credit Scoring and How It May Impact You

Posted by Gary Wagner on Feb 25, 2020 11:45:00 AM

Changes in how your credit score is calculated are coming this summer, and they may impact your access to different types of loans and the interest rate on those loans. Fair Isaac Corporation (FICO) will introduce its FICO Score 10 Suite in the coming months for use by the three primary credit bureaus, Equifax, Experian and TransUnion.

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Topics: Financial Planning

How Much Should I Have Saved for My Retirement at Age 30, 40 and beyond?

Posted by Gary Wagner on Feb 19, 2020 2:15:00 PM

So many people ask, “how much should I have saved for retirement?” Well, there are many retirement savings “rules of thumb” out there. In this article, we will share some of the common recommendations and even debunk a few.

NOTE: Be sure to read to the end where we share our real answer for the question of how much retirement savings you should have at age 30, 40, 50 and beyond. 

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Topics: Financial Planning

Considering a Female Financial Advisor? Here Are 3 Ways to Find the Perfect Fit for You

Posted by Heidi Rose on Feb 11, 2020 12:00:00 PM

How to choose the best financial advisor for you

 

Looking for a female financial advisor? At Carnegie Investment Counsel, we asked three of our female financial advisors for tips about how to find the best investment advisor for you. They emphasized that team members at Carnegie, male or female, focus on providing a customized and hands-on approach to services from financial planning to portfolio management. The point is to assess any advisor for the best fit when choosing a long-term financial partner.

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Topics: Financial Planning, Investment Management

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