Julia Carlson |

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.

Read More
Julia Carlson |

One of the big discussions lately has been about how higher taxes will potentially impact the stock market. We’ve known since President Biden won the presidency

Read More
Julia Carlson |

On April 22, the world marked the 51st annual Earth Day. This year’s theme was Restore Our Earth. It represents a chance to learn about the environmental

Read More
Julia Carlson |

Today’s changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following

Read More
Julia Carlson |

In a time when many unscrupulous individuals are looking for opportunities to defraud investors, it is more important than ever to be educated about potential

Read More
Julia Carlson |

March is Women’s History Month and I want to share some special financial advice just for women. According to the National Women's History Alliance, Congress

Read More
Julia Carlson |

Frequently I find myself not only giving financial advice but relationship advice too.  Our clients turn to us to help navigate discussions regarding money. 

Read More