Julia Carlson on Muck Rack

Julia Carlson

Oregon
As seen in: Forbes, Mary Ann Liebert, Inc., EIN News, The Herald News, The World Newspaper, InvestmentNews, Ed Post, Luther Seminary, Curry Coastal Pilot, The News Guard and
4x Founder | Barron & Forbes Top Financial Advisor CEO | Author | Speaker Securities offered through LPL Financial, Member SIPC sipc.org
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Articles

Supporting Your Children, Grandchildren on the Oregon Coast

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By Julia Carlson
| The World Newspaper Verified
Many Oregon Coast families dream of helping their kids or grandkids stay close, whether that means buying their first home, attending college, or launching a local business. But with rising housing costs and limited job markets, it’s not always easy for the next generation to build a life here. The good news: There are smart, strategic ways to support your loved ones financially, without compromising your own retirement or financial peace of mind.
Open in Who Shared View Duplicates (7) Issue with article?

Supporting Your Children, Grandchildren on the Oregon Coast

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By Julia Carlson
| Newport News Times Verified
Many Oregon Coast families dream of helping their kids or grandkids stay close, whether that means buying their first home, attending college, or launching a local business. But with rising housing costs and limited job markets, it’s not always easy for the next generation to build a life here. The good news: There are smart, strategic ways to support your loved ones financially, without compromising your own retirement or financial peace of mind.
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Calculating your ‘never work again’ number Original

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By Julia Carlson
| Newport News Times Verified
Financial independence can become reality when working transforms from a necessity to a choice. Exactly how much money does it take to reach this coveted state? The answer isn’t a universal figure — it’s a personalized calculation that is based on your unique circumstances, lifestyle aspirations, and risk tolerance. To get started, let’s look at a general rule of thumb. The 4 Percent Rule A commonly used formula in calculating your “never work again” number is the 4 percent rule.
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