by Judy Carlson | Jul 9, 2026 | Financial Advisor, Investments, Retirement, Social Security, Wealth Management
Why That Question May Be Asked Backwards Every week, I see some version of the same headline. “I’m 65 with $1.1 million saved and a $2,800 Social Security check. What’s my retirement budget?” Or “Is a million dollars for retirement enough?” This week it was Kiplinger....
by Judy Carlson | Jun 18, 2026 | Investments, Life Insurance, Retirement, Social Security, Wealth Management
Legacy Dollars in Action It was December 2024. My son and his girlfriend had been living in apartments for five years. They had to move again by March. Notice was due by the end of January. Denver is expensive. Housing prices are high. They were talking about moving...
by Judy Carlson | Jul 9, 2025 | 401(k), Retirement, Social Security, Taxes, Wealth Management
Retirement income may come from multiple sources, and if you’re not careful, they may push you into a higher tax bracket. When Retirement Income Adds Up, So May Your Tax Bill When you retire, your income might come from many places: Social Security IRAs or...
by Judy Carlson | Jun 30, 2025 | 401(k), Investments, Retirement, Social Security, Taxes, Wealth Management
There are 9 milestone ages that may shape your retirement experience. Knowing them may save you money, maximize your benefits, and help you plan with more clarity. The Years Fly By—So May Your Opportunities “The days are long but the years are short.” It’s...
