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Blog

Julia Carlson | Aug 10, 2015

5 Football Strategies for a Successful Retirement

Retirement

This coming Sunday kicks off the 2015 Football Season, I can’t believe it’s upon us so quickly!  Retirement has a way of sneaking up on us too.  Here are 5

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Julia Carlson | Aug 3, 2015

Considerations for Retirement Income Planning

As retirement nears you may not want to convert all of your savings to fixed income or CDs.  Even when you are at a retirement age and are starting to take

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Julia Carlson | Jun 13, 2015

Planning for Your Retirement

Retirement

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

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Julia Carlson | Jun 11, 2015

Essential Estate Planning Documents

Estate Planning

61% of Americans die without leaving a will for their heirs, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would

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Julia Carlson | Jun 5, 2015

Inflation - Back to the Future

Inflation

Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been

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