Julia Carlson |

This week I am going off topic and want to share what I learned attending a Tony Robbins Conference recently. As an entrepreneur and financial adviser, I always

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Julia Carlson |

Saving for the future is one of those important but not urgent things. The secret to building a strong financial future lies in our ability to create a plan

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Julia Carlson |

I thought I would address a great question I am frequently asked. “Julia, is now a good time to invest? We are near all-time highs in the stock market and I am

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Julia Carlson |

Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this July they hit that goal but now I am wondering

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Julia Carlson |

Can you believe 2018 is already half over?! Every July we review the first half of the year and then look out over the next 6 months to see what we can

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Julia Carlson |

Bad things happen to the best of us, and when they do they seem to come in waves. An emergency fund can work as a life preserver to keep us afloat until the

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Julia Carlson |

Deciding on when to retire is not only a financial question but it is important to think about the emotional side of retirement too! After all, in retirement

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Julia Carlson |

I want to share some financial advice for our graduates. I have worked as a financial advisor for the past 20 years and hear consistently “I wish I started

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Julia Carlson |

Starting to take your social security income is a once in a lifetime decision.  The most common considerations are deciding when to start, longevity, spousal

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Julia Carlson |

If you are like many Americans, you’ve worked and contributed to the Social Security system for most of your life. When it comes time to start thinking about

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