by Judy Carlson | Nov 17, 2023 | Blog, Financial Advisor, Retirement, Wealth Management
One of my favorite traditions is taking time each year before Thanksgiving to reflect on the year and what I am thankful for. This year I decided to share my “Thanks” with you! The neighborhood in which I live had a lot of turnover this past year. Eight new families...
by Judy Carlson | Nov 6, 2023 | 401(k), Blog, Retirement, Wealth Management
Have you seen The Baby Boomer Dilemma movie yet? (Watch the trailer here.) It was released in theaters in October 2021 and is an Exposé of America’s Retirement Experiment that takes a deep dive into Pensions (both corporate and public,) Social Security, and 401(k)s....
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...
by Judy Carlson | May 15, 2023 | Blog, Financial Advisor, Wealth Management
Is your financial advisor managing your assets, selling you products, or helping custom design and build your unique comprehensive, coordinated, holistic lifetime wealth management plan? What is the difference, you may ask? Managing Your Assets Many financial advisors...
