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...
by Judy Carlson | Mar 19, 2023 | Blog, Wealth Management
You want to protect your assets, but there are so many ways your hard-earned savings can be sucked right out from under you! In order to preserve your wealth, let’s look at just two of the ways you can be blindsided by your retirement plan. Market Losses:...
