by Judy Carlson | Feb 6, 2026 | Financial Advisor, Investments, Retirement, Wealth Management
Many people I meet believe they have a financial plan. They have met with an advisor.They have reviewed reports.And they have seen the charts and projections showing how things might unfold over time. And yet, a quiet question often remains. Am I going to be okay? It...
by Judy Carlson | Jun 4, 2025 | Financial Advisor, Wealth Management
You may be careful with your money. You may think things through. You may do your research. So, if you’ve ever felt hesitant about working with a financial planner, you’re probably not alone. And, you’re likely not wrong to be cautious. A lot of smart people may pause...
by Judy Carlson | Nov 17, 2023 | 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 | 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 | 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...
