Jim Carlson
Tax Loss Harvesting at Carlson Planning: Working to Smooth Out Your Investment Journey
Learn how tax loss harvesting can turn market dips into potential tax advantages. Carlson Planning Co. explains this strategy in simple term
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Jim Carlson
May 15, 20233 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
Dec 15, 20224 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, 20225 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, 20224 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, 20224 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, 20223 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, 20223 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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