Julia Carlson |

On April 22, the world marked the 51st annual Earth Day. This year’s theme was Restore Our Earth. It represents a chance to learn about the environmental

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Julia Carlson |

Today’s changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following

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Julia Carlson |

In a time when many unscrupulous individuals are looking for opportunities to defraud investors, it is more important than ever to be educated about potential

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Julia Carlson |

March is Women’s History Month and I want to share some special financial advice just for women. According to the National Women's History Alliance, Congress

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Julia Carlson |

Frequently I find myself not only giving financial advice but relationship advice too.  Our clients turn to us to help navigate discussions regarding money. 

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Julia Carlson |

The drawn-out election of 2020 is finally over, with Democrats winning both Senate seats in Georgia.
As a result, President Biden will have slender majorities

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Julia Carlson |

As 2020 sunsets, we welcome in 2021 with renewed hope that the new year will bring with it, health, wealth and joy.   Areas of the economy have been damaged and

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Julia Carlson |

Your investment strategy is a lot like a marriage. One day you may feel like everything’s going smoothly and lovely. The next day, there might be an argument

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Julia M. Carlson |

As we approach the 2020 holiday season, this will no doubt be unlike any in the past.  Family gatherings and holiday travel will be harder as our world

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