Posts By Carson Odom
Series I Savings Bonds
Let’s talk Series I savings bonds. With inflation running its hottest since the 1970s, Series I savings…
Financial Tips for New Graduates
There is no better feeling than officially completing school. I finished my master’s degree and my CPA…
What’s My Magic Number?
Of all the financial questions that we answer for clients, there’s one that tends to come the…
The Effect of Interest Rates
So far this year, it seems like every day there’s news about what the Federal Reserve Board…
New Year, New You – How to Save Money
It’s the new year and we’re all setting goals for ourselves. Personally, I’ve got that one sweet…
2022 Market Outlook & Expected Trends
The holidays mark an opportunity for lots of reflection. On a personal level, we all get to…
Should You Pay Down Your Mortgage or Invest Your Extra Money?
Towards the end of each year and around the holidays, we frequently are having conversations with clients…
Should You Consider a Roth IRA Conversion?
This year, some of the most frequent conversations we’re having revolve around upcoming tax changes. In 2018,…
Should You Contribute Roth or Pre-Tax in Your 401(k)?
During one of my recent blog posts, I went through the discussion of deciding how much to…
How Much Should You Contribute to Your Employer-Sponsored Retirement Plan?
One of the most common employer benefits in our country right now is an employer-sponsored retirement plan….
6 Months of Expenses in an Emergency Fund Instead of 3
It’s no secret that the COVID-19 pandemic from 2020 has altered how nearly everyone views money and…
Real Estate vs. the Stock Market
The age-old argument of real estate versus the stock market… which is better? Which has the best…