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Blog

Julia Carlson | Jul 3, 2024

5 Ways Your Identity Could Be Compromised

Identity Theft
Scams

In our increasingly digital world, our identities are constantly under attack. From cunning online schemes to low-tech physical theft, there are a surprising

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Julia Carlson | Jun 19, 2024

Pre-Tax vs. Post-Tax Power: Choosing the Right IRA for You

IRA
Retirement

Individual Retirement Accounts (IRAs) are powerful tools to help you work toward your retirement goals but selecting the right IRA type requires careful

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Julia Carlson | Jun 5, 2024

4 Social Media Money Scams and How to Spot Them

Scams

Did you know that social media scams have been picking more pockets than any other scam today––including phone calls and text fraud? Fraudsters exploit the

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Julia Carlson | May 22, 2024

9 Tips for Making Smarter Decisions

Financial Planning
Decisions

Life is full of decisions. Whether it is picking an outfit, buying a house, or choosing a career path, these choices shape our journey. But staring down a

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Julia Carlson | May 8, 2024

Financial Success for High School Graduates

Kids and Finances
Financial Planning

The world can be expensive, especially for high school graduates continuing to college. With limited financial experience, navigating college costs may be

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Julia Carlson | Apr 24, 2024

Empower Yourself: The Advantages of Financial Literacy

Financial Literacy

Financial literacy (a.k.a. knowledge) empowers you to make informed decisions, build wealth, weather life's transitions, and secure your future. It is an

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Julia Carlson | Apr 10, 2024

Empowering Your Kids: Family Lessons in Financial Literacy

Kids and Finances
Financial Planning
Financial Literacy

Financial literacy empowers your kids to understand financial decisions throughout their lives. It equips them to learn the value of money and develop healthy

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Julia Carlson | Mar 27, 2024

8 Tips for Smart Summer Travel

Travel
Financial Planning
Tips

Summer's warm embrace may seem like a distant reality, but it is just around the corner. For those planning a summer vacation, a touch of strategic planning can

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Julia Carlson | Mar 13, 2024

Beyond April 15th: Navigating Tax Deadlines and IRA Contributions

Tax Planning
IRA
Deadlines

While April 15th is a crucial tax deadline, there's more to know about optimizing your contributions and navigating filing requirements throughout the year

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Julia Carlson | Feb 28, 2024

4 Ways for Women to Become Financially Empowered

Mindset
Tips

While International Women's Day on March 8th celebrates incredible female achievements, it also shines a light on the financial hurdles women still face

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Julia Carlson | Feb 14, 2024

Love & Money: A Couples’ Quiz for Financial Harmony

Quiz
Finance
Mindset

This Valentine's Day, ditch the predictable and dive into a love language you may not have considered: finances! Yes, you heard that right. Grab your sweetheart

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Julia Carlson | Jan 31, 2024

A Quick Guide to Healthcare After Your Retirement

Medicare
Retirement
Long-Term Care

Sharpen your pencil and prepare to embark on a quest to understand healthcare after retirement. Navigating this landscape can be tricky, so let’s break it down

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