Karolina Albertson Financial Consultant

Karolina Albertson Financial Consultant As a Financial Consultant, I am a provider of tax-efficient investments, college savings, life insurance, protection, and retirement forecasts & projections.

My approach begins and ends with my customers’ needs, goals and aspirations.

Please review the market update "Chaos can create opportunities" by Invesco in regards to the market and the coronavirus...
03/24/2020

Please review the market update "Chaos can create opportunities" by Invesco in regards to the market and the coronavirus.

Equities Chaos can create opportunitiesBottoming is a process, but we see signs that risk-off positioning is getting extreme Posted byTalley LégerSenior Investment Strategist Mar. 19, 2020Mar. 19, 2020|4 min read Heading into 2020, the global economy was showing signs of stabilizing and risk assets...

Your values can be reflected in how you invest. I can help you find meaningful opportunities outside of traditional inve...
03/14/2020

Your values can be reflected in how you invest. I can help you find meaningful opportunities outside of traditional investments.

Saving and investing may seem mundane to some, but there are ways to make it more fulfilling. Here are three strategies to do good things with your money, now and long after you're gone.

According to Council for Disability Awareness, 46% of Americans cannot cover a $400 emergency. So what happens if one of...
03/13/2020

According to Council for Disability Awareness, 46% of Americans cannot cover a $400 emergency. So what happens if one of your employees suffers a serious illness or injury? Disability insurance is essential to provide employees security at work and at home. Contact me for more information. http://bit.ly/2IqdIZQ

Women’s History Month highlights accomplishments of women whose actions have changed society. We celebrate the courage, ...
03/12/2020

Women’s History Month highlights accomplishments of women whose actions have changed society. We celebrate the courage, strength and wisdom of the amazing women who continue to inspire us today.

Every year March

There's more to financial security than just having substantial savings in the bank. Investing a percentage can help pro...
03/11/2020

There's more to financial security than just having substantial savings in the bank. Investing a percentage can help protect you with economic shifts and leverage opportunities of your financial assets.

A blog about saving money, handling debt, investing, credit cards, and personal finance education.

5 Reasons to Get Life Insurance Now, Even If You Think You’re Too Young to Need It
03/10/2020

5 Reasons to Get Life Insurance Now, Even If You Think You’re Too Young to Need It

It’s time to finally understand what life insurance is, no matter how old you are.

Set your clocks forward and enjoy a longer sunset this evening.
03/09/2020

Set your clocks forward and enjoy a longer sunset this evening.

03/08/2020

Please review the market update by Lord Abbett's market concerns regarding the Coronavirus

These easy tips can help your family stay healthy while saving money on healthcare costs.
03/07/2020

These easy tips can help your family stay healthy while saving money on healthcare costs.

Health care and finances often seem in conflict. Whether you’re dealing with a chronic condition or an unexpected medical bill, it can be difficult to save money on your family’s health care. That’s why we compiled this list of simple tips for you.

Check out this week’s economic commentary from Advisors Capital Management “Coronavirus Threat Grows, But Is The Market ...
03/06/2020

Check out this week’s economic commentary from Advisors Capital Management “Coronavirus Threat Grows, But Is The Market Overreacting?"

March 2, 2020 The news on the novel coronavirus continues to roil markets and we are getting more frequent questions as to the likely economic and market impact, and what, if anything, investors should do about it. As recent reports shifted from rising recoveries in China to new cases in Europe, Asi...

Check out this week’s economic commentary from Advisors Capital Management “Stocks Are Around Fair Value".
03/04/2020

Check out this week’s economic commentary from Advisors Capital Management “Stocks Are Around Fair Value".

February 18, 2020 I still read quite often how stocks are extremely expensive or badly overvalued. Such a determination can’t be done in isolation. It is necessary to place the valuation of stocks into context versus other asset prices. Stocks are certainly not expensive relative to Treasury bonds...

03/02/2020

LPL Chief Investment Officer Burt White provided a market update on the recent impacts of the Coronavirus.

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