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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Julia M. Carlson |

As we approach the year end (can you believe it?), it is easy to get wrapped up in the busyness of the holiday season, when the last thing on your mind is

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Julia M. Carlson |

We have been getting a lot of questions on financial planning as it relates to who our next president will be. I thought it would be helpful to answer a few of

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