Julia Carlson

Announced new retirement account contribution limits, a new 529 rollover into an IRA option, and Social Security cost-of-living increases. #2024 #finance

If you've ever experienced a money-related panic attack in the middle of the night, you know how overwhelming financial stress can be #anxiety #finance

Retirement income may come from a variety of sources. Here’s a quick review of three main sources you may have during retirement. #retire #income

Let’s take a quick look at the four most overlooked opportunities to manage your tax bill. #finance #taxes #investors #investing

Staying disciplined to a long-term diversified portfolio, in line with your specific goals and risk tolerance, is the best way to ride this out.

More investors are adopting a sustainable investing approach to align their investment portfolio with companies seeking to make a positive impact.

When you consider your next investment opportunity, start with these five questions. #investing #investor #advice

Let us discuss how watching the upcoming Super Bowl might help you meet a few financial goals of your own. #finance #superbowl

As tax law changes it’s important to have a proactive tax strategy! There are things you can do to mitigate taxes by planning ahead.

Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water financially. #wealth

What changes have occurred in your life recently? Are financial changes ahead of you? #financialadvisors #planning #savings

The easiest way to maximize your monthly Social Security is to simply wait until you turn age 70 before claiming your benefits. #retirement

How stocks and the economy are doing could be a big signal for who will win the election and be in office in January. #election2020