Financial Planning | Carlson Planning Co.

Balancing the Heat: Firefighters with Multiple Careers

Jim Carlson

Dec 53 min read

Firefighters

Balancing the Heat: Firefighters with Multiple Careers

Firefighters are building second careers between shifts. Smart strategy or burnout waiting to happen?

Firefighter Insurance: Building a Fortress Around Your Financial Future

Jim Carlson

Sep 96 min read

Firefighters

Firefighter Insurance: Building a Fortress Around Your Financial Future

Firefighter-specific insurance guide: Uncover hidden risks and secure your financial future.

Teaching Kids Money Smarts: Age-Appropriate Financial Skills

Jim Carlson

Sep 33 min read

Teaching Kids Money Smarts: Age-Appropriate Financial Skills

As kids head back to school, seize the perfect moment to boost their financial literacy. Learn how to weave money lessons into your routine.

Mastering the Education Money Game: Smart Financial Moves for Every School Stage

Jim Carlson

Aug 144 min read

Mastering the Education Money Game: Smart Financial Moves for Every School Stage

Strategic financial planning guide for parents: Navigate education costs from preschool to college with expert tips and considerations.

Mastering Your Finances: Budgeting on a Firefighter's Shift-Based Schedule

Jim Carlson

Jul 293 min read

Firefighters

Mastering Your Finances: Budgeting on a Firefighter's Shift-Based Schedule

Master the art of budgeting with irregular income. Learn practical tips for firefighters to manage finances on a shift-based schedule.

Securing Your Home Base: Home Buying Tips for Firefighters

Jim Carlson

Jul 293 min read

Firefighters

Securing Your Home Base: Home Buying Tips for Firefighters

Navigate the home buying process with confidence. Learn about special programs and considerations for firefighters looking to purchase a hom

Financial Planning Tips for Firefighters on Disability

Jim Carlson

Jul 222 min read

Firefighters

Financial Planning Tips for Firefighters on Disability

Firefighters: Your disability benefits might be tax-free. Learn how your financial safety net compares and 6 key strategies to secure

Financial Planning for Firefighters: Navigating Different Life Stages

Jim Carlson

Jun 243 min read

Firefighters

Financial Planning for Firefighters: Navigating Different Life Stages

As a firefighter, your career is marked by dedication, bravery, and a unique set of financial challenges and opportunities. At Carlson...

Student Loan Options for Firefighter Families in 2024: What You Need to Know

Jim Carlson

Jun 143 min read

Firefighters

Student Loan Options for Firefighter Families in 2024: What You Need to Know

When it comes to funding your children's education, you deserve to have all the information at your fingertips.

Comprehensive Guide to FIRE Financial Planning for Firefighters

Jim Carlson

Jan 145 min read

Firefighters

Comprehensive Guide to FIRE Financial Planning for Firefighters

Explore tailored FIRE financial strategies for firefighters, focusing on early retirement, income management, and navigating social security

Jim Carlson

Dec 13, 20232 min read

Reflecting with Gratitude

Discover how gratitude transforms your finances! 🌟 Reflect on your year's successes and set empowering goals. #FinancialWellness

Who is actually getting a mortgage right now?

Jim Carlson

Oct 20, 20233 min read

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.

How to Financially Prepare for a Promotion in the Fire Service

Jim Carlson

Oct 10, 20235 min read

Firefighters

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.

Building an Emergency Fund for Firefighters: A Financial Safety Net for Heroes

Jim Carlson

Sep 12, 20233 min read

Firefighters

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.

Empowering Your College Journey: A 3-Step Process to Graduate with Financial Confidence

Jim Carlson

Aug 14, 20233 min read

College

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.

Navigating the College Financial Maze: A Main Street Family's Guide

Jim Carlson

Aug 8, 20232 min read

College

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.

Understanding Your Firefighter Pension Plan: Securing Your Financial Future

Jim Carlson

Jul 31, 20232 min read

Firefighters

Understanding Your Firefighter Pension Plan: Securing Your Financial Future

Dive into the complexities of firefighter pension plans and learn how to maximize your benefits for a secure retirement.

Jim Carlson

Jul 25, 20233 min read

Meeting People Where They Are.

We 'call you in,' meeting you where you are in your financial journey, and guiding you towards your goals.

Federal Student Loan News: The SAVE Plan

Jim Carlson

Jul 16, 20233 min read

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, 20233 min read

The Psychology of Money

Explore how mindset impacts finances: from early habits to prosperity. Learn to shift your mindset for better financial health.