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 Carlson |

As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to

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Julia Carlson |

The beginning of 2020 has been quite a ride so far.  How is everyone doing staying home and slowing the pace of life?  As we hunker down in our homes, working

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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 |

“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator

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Julia Carlson |

February is the month for celebrating Valentine’s Day, love and relationships.  What could possibly disrupt our feelings of love...well, money.  Money is often

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Julia Carlson |

While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs).

As you may

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Julia Carlson |

Happy New Year!  Financial New Year Resolutions top the list each year.  Instead of setting a lofty resolution to overhaul your whole financial life, consider

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Julia Carlson |

As the year draws to a close and a new decade begins, I am mindful of how far we’ve come over the past 10 years. It’s easy to get wrapped up into looking

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