Carlton G. Harrison, Jr., CFP

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.

Could you find acres of diamonds in your own backyard? Watch this video.

Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.

Property taxes too high? Here are ways to potentially lower your assessment.

How to Appeal Your Property Taxes For homeowners who think their property taxes are too high, there are ways to appeal.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

Quarterly Market Insights | Q1 2024 Quarterly Market Insights | Q1 2024 U.S. Markets Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence. For the quarter, the Dow Jones Industrial Average rose 5.62 percent, the Sta...

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:

What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

Life and Death of a Twenty Dollar Bill How long does a $20 bill last?

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

The has a long and storied history, from the Dutch East India Company to Wall St.

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The reasons to may have nothing to do with your . Here are four good reasons.

Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are?

It’s possible to avoid these classic traps, with a little preparation.

Retirement Traps to Avoid Beware of these traps that could upend your retirement.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

Building a personal may be the highest order of altruism. It can begin with four simple steps.

Building Your Legacy A four-step framework for building a personal legacy.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Periodic withdrawals in retirement may not be such a good idea.

Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Monthly Market Insights | March 2024 Monthly Market Insights | March 2024 U.S. Markets Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates. The Dow Jones Industrial Average advanced by 2.22 percent, while the...

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

What does it actually cost to raise a child? You might be surprised.

The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.

Retirement may change your perception of investment risk.

Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.

Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers.