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

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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

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Julia Carlson |

As the leaves start to change and the pumpkin spice lattes are back in the coffee shops, we know fall is here.  It’s a beautiful time of year as the kids head

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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 Carlson |

Did you know that the first week of August is National Simplify Your Life week?  Simplifying your financial life can bring clear mindedness and a sense of

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Julia Carlson |

What does it mean to live your life with intention?  We’ve all been in a situation when things didn’t go as planned. Maybe you hurt someone’s feelings, over

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Julia Carlson |

Investing is a marathon, not a sprint.  The best advice I can give when helping clients invest smarter is to stay focused on your time horizon and individual

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Julia Carlson |

I recently came across a Facebook post on self-forgiveness and it piqued my curiosity.  I stopped scrolling and starting reading.  From a young age I was taught

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Julia Carlson |

Graduation is an excellent time to get your financial life started on the right foot. I wanted to share some tips to do just this. Whether you are headed to

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