Julia M. Carlson |

The current Tax Cuts and JobsAct proposal is seeking the biggest transformation of the U.S. tax code in more than 30 years. It aims to permanently reduce the

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Julia M. Carlson |

Money is one of the top reasons couples argue. It can be a touchy subject between partners and often times leads to fighting that has the potential to destroy

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Julia M. Carlson |

The time is coming to get your graduated high school senior off to college. Most parents think about the normal things to prepare; the college dorm room set-up

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Julia M. Carlson |

Market Outlook

 

The second quarter was a healthy one for investors. While the outlook for the remainder of the year still looks positive for equity investors

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Julia M. Carlson |

When I met my husband, his sister was handling all his bills. After we were married I took over. It wasn’t until 12 years into our marriage that we started

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Julia M. Carlson |

What is Financial Freedom? Financial Freedom can mean different things for each of us. It’s important to identify what it means to you personally because that

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Julia M. Carlson |

With the cost of college education increasing at a rate approximately double that of inflation, a toddler today will need to have about the cost of an average

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