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Jim Carlson
401(k) Plans Aren’t Just for Retirement, But Starting Early Matters
A recent survey by Betterment found that 79% of Millennials and 84% of Gen Z would leave their current job for one with better benefits.
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Jim Carlson
- Nov 7, 2022
- 5 min
November Market Commentary: Can Powell Thread the Needle?
Economic data showed some movements in the right directions, both up and down.
Jim Carlson
- Oct 12, 2022
- 4 min
Mistakes are Expensive: A New Generation Embraces Financial Planning at the Mid-Stage
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of ma
Jim Carlson
- Oct 12, 2022
- 4 min
October Market Commentary - Fed to Economy: Drop Dead. Economy: Wait, No – We’re Slowing
September Recap and October Outlook The Fed raised the key short-term interest rate by another 75 basis points at the September FOMC meeting
Jim Carlson
- Oct 8, 2022
- 3 min
Understanding the Fee-Only, Fiduciary Advisor Model
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, mo
Jim Carlson
- Sep 29, 2022
- 3 min
Is Tax-Loss Harvesting Right for Your Portfolio?
Creating a well-diversified portfolio is the foundation of growing wealth. But there’s an aspect that may help increase your overall return
Jim Carlson
- Sep 12, 2022
- 5 min
The College Payment Puzzle for High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be...
Jim Carlson
- Sep 8, 2022
- 4 min
Is it Time to Hire a Financial Advisor? How Do You Even Do That?
For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a profess
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