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Blog

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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Julia Carlson | Jan 17, 2024

Failing Forward: Understanding Why Financial New Year's Resolutions Fail and How to Help Make Them Stick

Mindset
Wealth Management

New Year's resolutions are those well-intentioned commitments we make to ourselves. But so often we find ourselves struggling to keep them. Why do they fail

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Julia Carlson | Jan 3, 2024

The Golden Years Tarnished: Avoid These Common Retirement Fails

Retire

Years of diligent saving, meticulous planning, and countless daydreams have led you to this moment: retirement! You have been looking forward to a time free of

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Julia Carlson | Dec 20, 2023

Maximizing Financial Opportunities in 2024

Tax Planning
IRA
401k
Social_Security
529

As we embark on a new year, there are a few notable changes that you may find beneficial. The US government has announced new retirement account contribution

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Julia Carlson | Dec 6, 2023

The Essence of Giving: When Thoughtfulness Outshines Price

Mindset
Lifestyle

In the hustle and bustle of modern life, it's easy to get caught up in the materialistic pursuit of happiness. We tend to chase after bigger houses, flashier

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