Jim Carlson
Who is actually getting a mortgage right now?
"Massachusetts housing costs at 51% of median income. Who can afford a home? Carlson Planning analyzes the market's impact on your finances.
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Jim Carlson
- Oct 10
- 5 min
How to Financially Prepare for a Promotion in the Fire Service
Preparing for a promotion in the fire service? Learn how to navigate financial changes, from investment strategies to retirement planning.
Jim Carlson
- Sep 12
- 3 min
Building an Emergency Fund for Firefighters: A Financial Safety Net for Heroes
Learn how to build a tailored emergency fund for firefighters. Secure your financial future with practical steps and expert advice.
Jim Carlson
- Aug 14
- 3 min
Empowering Your College Journey: A 3-Step Process to Graduate with Financial Confidence
Empower your college journey with Carlson Planning's 3-step process. Graduate with financial confidence. Your future, our guidance.
Jim Carlson
- Aug 8
- 2 min
Navigating the College Financial Maze: A Main Street Family's Guide
Empower your college planning with our financial guidance. Make educated decisions for a sound future. Start now with Carlson Planning.
Jim Carlson
- Jul 25
- 3 min
Meeting People Where They Are.
We 'call you in,' meeting you where you are in your financial journey, and guiding you towards your goals.
Jim Carlson
- Jul 16
- 3 min
Federal Student Loan News: The SAVE Plan
Get the latest on federal student loans with the new SAVE Plan! Learn about changes and enrollment in this income-driven repayment plan.
Jim Carlson
- Jul 10
- 3 min
The Psychology of Money
Explore how mindset impacts finances: from early habits to prosperity. Learn to shift your mindset for better financial health.
Jim Carlson
- May 25
- 4 min
The Power of Mortgage Refinancing: A Financial Planner's Gratitude for Homeownership Stability
Discover the impact of mortgage refinancing and long-term homeownership. A financial planner's journey and gratitude shared.
Jim Carlson
- May 16
- 3 min
Harnessing the Power of Employee Benefits: A Practical Financial Guide for Families and Firefighters
Discover how to optimize your employee benefits for financial stability. A must-read for families & firefighters. 🔥💰👪🚒
Jim Carlson
- May 15
- 3 min
Financial Firefighting: Dousing the Flames of Retirement Uncertainty
Secure your retirement, brave firefighters! Dive into the 457b, Roth IRA & Traditional IRA to douse uncertainties and fuel a stable future.
Jim Carlson
- May 1
- 2 min
The Rising Cost of Homeownership: A Cautionary Tale
The landscape of homeownership has drastically shifted over the past four years, making the dream of owning a home more challenging. The...
Jim Carlson
- Apr 11
- 2 min
Understanding Firefighter Pensions: Key Details and Optimization Strategies
Learn about the key details of firefighter pensions, including pension credits, buybacks, and optimization strategies.
Jim Carlson
- Mar 6
- 3 min
Flaming Hot Financial Tips for Firefighters: How to Put Out the Money Blaze
"Flaming Hot Financial Tips for Firefighters" offers advice on budgeting, emergency funds, retirement planning, debt management, and more.
Jim Carlson
- Dec 15, 2022
- 4 min
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.
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
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