Broker Check

Carlton & Company Commentary

It's A Now Story - The Transition to Net Zero

By Karalyn Carlton 

The existential urgency to decarbonize and reach net zero is rife with complexity. It’s nuanced and it begs for a pragmatic view of the path forward. Whether you are an active ESG (Environmental, Social & Governance) investor or one interested in how a transition may affect economic and investment choices, I’ve laid out some considerations that we’ll have to navigate.

In Response to the Invasion of Ukraine

By Karalyn Carlton 

The devastating war in Ukraine is heart-wrenching. Our thoughts remain with the Ukrainian people, the friends and families of those affected, and the people working to support those in need. It is a time of uncertainty, and more volatility is expected.

Tax Time 'Good to Knows', The 2022 Edition

By Karalyn Carlton 

It’s a good idea to file your 2021 tax return as early as you can. This will allow you to receive refunds earlier and avoid processing delays due to the pandemic.

Where's the Trail?

By Karalyn Carlton

The task at hand, while not fun—perhaps a little morbid—but vitally important, is this: Does anyone know how to access your digital assets and accounts if you were to become incapacitated or pass away? Or, if you were to be named the executor of one’s estate, would you know how to access their information? When one passes away without a password list it can be nightmare for their loved ones. Unfortunately, it is becoming more common.

Bold and Brave in the New Year - 10 Ideas to Keep Your Financial Wellness on Track

By Karalyn Carlton

Being bold can mean many things, but one is keeping motivated when life gets tricky.

Washington State's Long-Term Care Act: Should I Consider Purchasing My Own Policy?

By Karalyn Carlton

There is a lot of talk right now about long-term care (LTC), especially with the upcoming implementation of the Washington State WA Care Fund. And, if you are a W-2 employee in the state of Washington, this is a must read. But before I go there, it is important to know what is long-term care insurance and why it may be important in one’s planning.

What is Our Money For?

By Karalyn Carlton

A few years ago I authored a 10-part series on retirement, and now I’m aching to revisit the subject. There is just so much to say—between wise old adages, new trends and a collective treasure of good articles—so this is a topic that I plan to write a lot about.

Most Frequently Asked Client Question of 2020

By Karalyn Carlton

In 2020 the most common question clients asked me is how can the market keep increasing when the pandemic has been so devastating for businesses and the economy?

Impact Driven Giving for 2020 and Beyond

By Karalyn Carlton

As we navigate a global health crisis, a recession and how to best address racial inequality — and all during this turbulent political year-- I think many of us are asking ourselves how we, as individuals, can help create a change that is so desperately needed.

Common Financial Impacts Facing Women

By Karalyn Carlton

It’s never too early to begin financial conversations. People can be deeply influenced by how their families talk—or don’t talk—about money as they grow up. Whether financial decisions are met with stress, silence, anger or ease, can make for life-long patterns. The more conversations around money and financial decisions within the home, the more comfortable people are with the subject of money management.

Is Financial Planning Part of Your Wellness Plan?

By Karalyn Carlton

We can often be obsessed with the latest health craze—a push for the next thing that could optimize our health. One week it's raw water, the next it's MCT oil. We want to lead a healthy lifestyle: We watch what we eat, buy our food at the right markets, exercise frequently, get enough sleep and try to relieve the stress that can cause health-related issues.

A Family Conversation

By Karalyn Carlton

I just returned from Minneapolis from a family visit. Now that my mother is getting a little older and experiencing more health issues, my brothers and I felt it important to have a family meeting, one where we could methodically talk through a host of items to learn my mom's preferences and assign action plans to everyone.

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