Whether you’re a widow, a business owner, or a professional afraid to face retirement, I have various resources here to get your started.

If you’re ready to go deeper, schedule a call with me on my calendar. 

Select topics

Select media

Double Up with a Spousal IRA

In either case, IRS rules allow a married couple to fund separate IRA accounts for each spouse based on the couple’s joint income. The total of both IRA contributions cannot exceed the total taxable income reported on the couple’s joint tax return. You can make...

Trusts — Not Just for Estate Taxes

In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts ($12.92 million in 2023, $25.84 million for a married couple). However, some states have estate taxes or...

Retiring in a Down Market? Don’t Panic

Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. If you’re in that position, it may help to keep these ideas in mind. Retirement Is Long During your working...

How Can I Protect My Home?

Since your home is one of your greatest assets, you should make sure it is adequately protected. That's where homeowners insurance enters the picture. Homeowners insurance protects against liability (in case someone is injured on your property), damage to the...

read more


Your Name(Required)

Opening hours

Mon–Fri 9:00AM – 5:00PM

Opening hours

Mon–Fri 9:00AM – 5:00PM

Talk to Carolyn

Talk to Carolyn