by Judy Carlson | Nov 20, 2025 | Annuities, Investments, Social Security, Wealth Management
If there’s one financial topic that sparks strong opinions, it may be annuities. You’ve probably heard people say, “Annuities are bad.” But what does that really mean? That statement can be as vague, and misleading, as saying, “Trucks are bad.” Are we talking about a...
by Judy Carlson | Jun 20, 2025 | Financial Advisor, Retirement, Wealth Management
What it looks like. What it feels like. And why it can change everything. In our last post, we explored the many facets that go into building a coordinated, comprehensive financial plan to help answer the question “Are we going to be okay?” We looked at retirement...
by Judy Carlson | Jun 10, 2025 | 401(k), Financial Advisor, Life Insurance, Long-Term Care, Retirement, Taxes, Wealth Management
And why just saving money may not be enough to carry you through retirement. You’ve likely saved, worked hard, and made responsible financial choices. But now what? As retirement approaches, or begins, many couples find themselves wondering: “Are we going to be okay?...
