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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
Julia M. Carlson |

Some life events you can anticipate, while others surprise you. This year has certainly brought a lot of the latter.  Some are significant enough to affect your

Read More
Julia M. Carlson |

Q – I am interested in purchasing life insurance. Could you please explain to me some of the different options?

A – Life insurance policies come in many shapes

Read More