by Judy Carlson | Sep 15, 2023 | Investments, Life Insurance, Retirement, Tax-Free, Wealth Management
She Did It! The Strategy Works! Ten years ago, I did a deep dive into the value of owning cash value life insurance in a lifetime wealth portfolio. After months of research, I took the plunge and started my first policy. So did several of my clients, including a young...
by Judy Carlson | Aug 5, 2023 | Blog, Financial Advisor, Investments, Retirement, Wealth Management
Hank Haney Recently I attended an event where I had the privilege of listening to Hank Haney share his wisdom and knowledge about golf, coaching, and life. Among over 200 PGA Tour professionals, Hank coached Tiger Woods 150 days/year for six years. Hank made some...
by Judy Carlson | Jul 6, 2023 | Blog, Financial Advisor, Investments, Retirement, Wealth Management
In the financial services industry, what is the first thing that comes to your mind when you see “70/30” rule? Most people immediately think it’s the stock/bond portfolio allocation. In other words, a 70/30 investment portfolio allocates: 70% of your investment...
