Julia M. Carlson |

The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their jobs, and 36 million people have

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Julia M. Carlson |

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz

As the battle against the COVID-19 pandemic continues, how we respond to it will

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Julia M. Carlson |

With the recent pullback in the markets this is an attractive time to buy investments. If you haven’t already funded your retirement account for 2019, consider

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Julia Carlson |

Protecting your identity is crucial in this digital age we live in.  The IRS recently launched an educational campaign called “Taxes. Security. Together.” to

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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

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Julia M. Carlson |

Relationships and Money

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

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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 |

Buy a Home or Pay for College?

 

With the cost of college education increasing at a rate approximately double that of inflation, a toddler today will need

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