Carleton and Associates

  • Home
  • Carleton and Associates

Carleton and Associates Kathy C. Carlton, CPA
Private Wealth Advisor
Carleton and Associates
A private wealth advisory practice of Ameriprise Financial Services, Inc.
(1)

Protect.Grow.Give®Award from RiverSource Insurance, 2009, 2010, 2011, 2012QualificationsCPA Certified Public Accountant13 Years of ExperieceInterestsTravel, reading, golf, tennis, yoga, working out and relaxing with my dogsSEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client ex

periences, or indicative of future performance or success.While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. AR Insurance #6069541

Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise.
19/01/2017

Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise.

Ameriprise tax statement mailing dates vary based on accounts and investments.

Taking Social Security benefits at the right age requires self-reflection. Have you decided when to take your benefits?
12/01/2017

Taking Social Security benefits at the right age requires self-reflection. Have you decided when to take your benefits?

There are a few surprises in store.

Planning your expenses at the beginning of the new year can help increase the likelihood of meeting your goals.
11/01/2017

Planning your expenses at the beginning of the new year can help increase the likelihood of meeting your goals.

Looking ahead at coming year’s expenses can help you and your family prioritize what’s important and plan for unexpected bumps in the road.

Raising a child is expensive. How do you plan to help future generations in your family?
10/01/2017

Raising a child is expensive. How do you plan to help future generations in your family?

The high cost of bringing up kids in America.

Changes are expected in the 2017 market landscape. Here’s what you should know.
05/01/2017

Changes are expected in the 2017 market landscape. Here’s what you should know.

Ameriprise Global Market Strategist Anthony Saglimbene reflects on the past year, and what trends might unfold in 2017.

03/01/2017

With a new year upon us, you may want to consider a bump in your retirement savings contribution. Even a small increase can help get you closer to meeting your retirement goals.

The economy grew by 3.5% in the third quarter, which was higher than previously estimated. Here’s what you should know.
29/12/2016

The economy grew by 3.5% in the third quarter, which was higher than previously estimated. Here’s what you should know.

Strong consumer spending supported the economy at a time when business investment was sluggish.

College financial aid decisions are coming earlier than previous years. Here’s what you should know for the college stud...
22/12/2016

College financial aid decisions are coming earlier than previous years. Here’s what you should know for the college student in your life.

The letters may be based on estimated costs.

Yearly vacation budgets often focus on expensive international travel. Here are some domestic vacation options to consid...
13/12/2016

Yearly vacation budgets often focus on expensive international travel. Here are some domestic vacation options to consider.

From Texas Hill Country to New York's Adirondack Mountains.

Italy and Austria voted “no” this weekend. Upcoming elections throughout Europe will be watched closely. Here’s what you...
08/12/2016

Italy and Austria voted “no” this weekend. Upcoming elections throughout Europe will be watched closely. Here’s what you should know.

U.S. equities kicked off the week trading higher, unfazed by a key vote in Italy which led to Prime Minister Matteo Renzi's resignation.

The unemployment rate dropped in November. Here is more about expectations for different sectors of the economy.
06/12/2016

The unemployment rate dropped in November. Here is more about expectations for different sectors of the economy.

U.S. employers boosted hiring in November and the unemployment rate dropped to a more than nine-year low of 4.6 percent, making it almost certain that the...

An increase in mortgage rates could also lead to an increase in home sales. Here’s what you should know.
29/11/2016

An increase in mortgage rates could also lead to an increase in home sales. Here’s what you should know.

Although mortgage rates remain historically low, a recent spike has raised some concerns about the continued strength of demand for mortgage financing.

We are thankful to be able to work with you, and we hope you have a fulfilling and meaningful holiday with those you hol...
24/11/2016

We are thankful to be able to work with you, and we hope you have a fulfilling and meaningful holiday with those you hold dear.

With the market volatility we’ve experienced in 2016, tax moves that help you offset gains or mitigate losses could make...
17/11/2016

With the market volatility we’ve experienced in 2016, tax moves that help you offset gains or mitigate losses could make a big difference. Here are some important and unique year-end tax tips to consider.

3 simple year-end tax planning strategies to consider.

Did you know Medicare doesn’t cover some of the most costly health care expenses you’ll have in retirement? If not, you’...
15/11/2016

Did you know Medicare doesn’t cover some of the most costly health care expenses you’ll have in retirement? If not, you’re not alone. Read here to find out more about Medicare’s surprising coverage gaps.

Learn more about what isn’t covered by Medicare.

The election is over, and economic fundamentals remain unchanged. Contact me before making any quick money moves.
10/11/2016

The election is over, and economic fundamentals remain unchanged. Contact me before making any quick money moves.

U.S. stocks rebound Wednesday, with Dow industrials trading more than 100 points higher, in contrast to sharp losses seen in the futures market after...

08/11/2016

Election Day is November 8. Remember to get out and vote!

401(k) and IRA contribution limits will remain steady in 2017. Here’s what you need to know.
03/11/2016

401(k) and IRA contribution limits will remain steady in 2017. Here’s what you need to know.

You can contribute as much as $18,000 to your 401(k) in 2017, and as much as $5,500 to your IRA or Roth IRA. These limits are unchanged compared to last year....

If you're preparing to get out of dodge for the winter, here are some ideas on reducing costs.
01/11/2016

If you're preparing to get out of dodge for the winter, here are some ideas on reducing costs.

Snowbirds, limit your costs and avoid surprises during your annual migration.

Official inflation statistics remain low, but some costs – such as health care – are rising faster than others.
27/10/2016

Official inflation statistics remain low, but some costs – such as health care – are rising faster than others.

The government says prices have hardly budged over the past year. But there's more to the story according to David Joy, Chief Market Strategist at Ameriprise Financial.

Do you know what your digital assets are worth and how to protect them?
25/10/2016

Do you know what your digital assets are worth and how to protect them?

Four tips to help make sure your digital footprint is preserved and passed on after you’re gone.

How much do you know about Social Security? Here’s a good reminder of why planning is so critical.
20/10/2016

How much do you know about Social Security? Here’s a good reminder of why planning is so critical.

For starters, yes you can collect some of an ex-spouse's Social Security benefits.

You may know how you plan to spend your retirement years - but have you checked with your spouse? These conversation sta...
18/10/2016

You may know how you plan to spend your retirement years - but have you checked with your spouse? These conversation starters can help get you both on the same page.

Planning for retirement with your spouse could require some compromises.

Do you know what Medicare covers and what it doesn’t? You may be surprised…
13/10/2016

Do you know what Medicare covers and what it doesn’t? You may be surprised…

Learn about gaps in Medicare coverage to help you prepare for healthcare costs in retirement.

Getting started on your taxes now gives you an opportunity to take advantage of tax-minimizing strategies.
11/10/2016

Getting started on your taxes now gives you an opportunity to take advantage of tax-minimizing strategies.

These opportunities to reduce your tax bill expire on Dec. 31.

Thinking about embarking on an “encore career” in retirement? You’re not alone.
06/10/2016

Thinking about embarking on an “encore career” in retirement? You’re not alone.

Chris Farrell explains why more retirees are working beyond traditional retirement age, and what the trend could mean for you.

For those with kids in college, changes to the FAFSA mean you can apply as early as Oct. 1 – with 2015 tax returns.
04/10/2016

For those with kids in college, changes to the FAFSA mean you can apply as early as Oct. 1 – with 2015 tax returns.

The nationwide college financial aid form, FAFSA, has changed. That means you need to apply earlier -- as soon as October 1. Here's what you need to know.

Wondering how the election may affect your portfolio? Here are insights on the potential impact.
29/09/2016

Wondering how the election may affect your portfolio? Here are insights on the potential impact.

David Joy, Chief Market Strategist, Ameriprise Financial discusses the impact of the election on markets and your portfolio.

Turns out our founding fathers may have struggled with some of the same money concerns most Americans do today.
22/09/2016

Turns out our founding fathers may have struggled with some of the same money concerns most Americans do today.

When they weren't busy developing our nation, our country's founders had a lot to say about money.

Medicare open enrollment begins soon. Here's what you should know before transitioning from employer health insurance to...
20/09/2016

Medicare open enrollment begins soon. Here's what you should know before transitioning from employer health insurance to Medicare.

Switching from employer health coverage can be tricky.

Address

OK

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(918) 794-4202

Alerts

Be the first to know and let us send you an email when Carleton and Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Carleton and Associates:

Shortcuts

  • Address
  • Telephone
  • Opening Hours
  • Alerts
  • Contact The Business
  • Claim ownership or report listing
  • Want your business to be the top-listed Accountant?

Share