Posts By Carson Odom

Posts By Carson Odom

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Series I Savings Bonds

Let’s talk Series I savings bonds. With inflation running its hottest since the 1970s, Series I savings…

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Financial Tips for New Graduates

There is no better feeling than officially completing school. I finished my master’s degree and my CPA…

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What’s My Magic Number? 

Of all the financial questions that we answer for clients, there’s one that tends to come the…

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The Effect of Interest Rates

So far this year, it seems like every day there’s news about what the Federal Reserve Board…

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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…

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2022 Market Outlook & Expected Trends

The holidays mark an opportunity for lots of reflection. On a personal level, we all get to…

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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…

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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,…

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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…

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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….

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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…

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Real Estate vs. the Stock Market

The age-old argument of real estate versus the stock market… which is better? Which has the best…

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