Julia Carlson |

“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator

Read More
Julia Carlson |

February is the month for celebrating Valentine’s Day, love and relationships.  What could possibly disrupt our feelings of love...well, money.  Money is often

Read More
Julia Carlson |

While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs).

As you may

Read More
Julia Carlson |

Happy New Year!  Financial New Year Resolutions top the list each year.  Instead of setting a lofty resolution to overhaul your whole financial life, consider

Read More
Julia Carlson |

As the year draws to a close and a new decade begins, I am mindful of how far we’ve come over the past 10 years. It’s easy to get wrapped up into looking

Read More
Julia Carlson |

Having helped several widows and children deal with the loss of a loved one this year has me thinking about some advice for you.  Most people don’t spend too

Read More
Julia Carlson |

Thanksgiving Day begins the holiday season and gives us an opportunity to be grateful.  When you think of gratitude and how it relates to your finances, what

Read More
Julia Carlson |

The Oregon College Savings Plan is a 529 savings account that has special tax advantages to help people save for educational expenses like tuition, computers

Read More
Julia Carlson |

Investors are enjoying the longest bull market ever, but two camps of thought still exist.  One camp points to the fact that, based on historical numbers like

Read More
Julia Carlson |

What is your dream retirement?  When retirement day arrives will you be ready?  More importantly, will your nest egg sustain the retirement of your dreams?  If

Read More