Julia M. Carlson |

Does the recent downturn in the market have you second guessing your investment choices?  Don’t worry, you’re not alone.  The volatile markets are back and most

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Julia M. Carlson |

Planning for 2016 could be confusing and investors still need to be watchful. Rising interest rates, a volatile stock market, an active political landscape and

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Julia M. Carlson |

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse

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Julia Carlson |

Protecting your identity is crucial in this digital age we live in.  The IRS recently launched an educational campaign called “Taxes. Security. Together.” to

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Julia M. Carlson |

First, let me stress that no one who is currently collecting Social Security benefits will be affected by the prospective changes to rules determining who can

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Julia Carlson |

The recently passed Bipartisan Budget Act of 2015 includes major changes to Social Security.  This legislation opens up significant opportunities for those who

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Julia Carlson |

Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your

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Julia Carlson |
IRA

Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If you inherit a retirement account, such

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