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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Julia Carlson |

This question was posed to me about 3 months ago and I battled how to answer it. My first conditioned response was NO of course not, but when I pondered further

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Julia Carlson |

The wait is over; spring is here. Recently, the S&P 500 Index and Nasdaq Composite notched a fresh all-time closing high. It's been a tough road back to new

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Julia Carlson |

It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is

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Julia Carlson |

This year’s tax season brings major adjustments for taxpayers, tax preparers and the IRS alike due to changes created by the Tax Cut and Jobs Act (TCJA).

One

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Julia Carlson |

With the recent government shutdown and the personal stories of Americans not being able to pay their mortgage or buy food for their families, I feel compelled

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