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Home » Authors » Sarah Carlson

Sarah Carlson

Sarah Carlson is the owner and founder of Fulcrum Financial Group, of Spokane. She can be reached at 509.747.2075.

Articles

ARTICLES

Self-questioning should precede big changes in life

Understanding motives key to action planning
February 10, 2022
Sarah Carlson
It seems I learn daily about a friend or client who is choosing to make an impactful choice in their lives. This pandemic has brought about a massive wave of people making changes in their careers, quitting or retiring from their jobs, changing homes
Read More

Don't become 'house poor' in overheated market

Some seeking to purchase homes might best wait for market to cool down
January 27, 2022
Sarah Carlson
Real estate has been a hot asset class this past year since the demand is more significant than supply. Prices have been going up, up, up. With interest rates still low and lending so easy, it has helped to fuel this hot real estate market.
Read More

Climate-conscious consumption, investment urged

Wealth adviser, scientist stand on common ground
December 2, 2021
Sarah Carlson and Jacquelyn Francis
When a private wealth planner and a climate scientist converse, you might think the conversation between the two women would devolve into a debate about money versus nature. With us-Sarah Carlson and Jackie Francis-that isn't the case.
Read More

It's time to heed lessons from Roaring Twenties

Adviser offers tips to cushion inevitable market correction
September 23, 2021
Sarah Carlson
The U.S. economy is experiencing expansive economic growth as the stock market is setting record highs. Does that sound like a reasonable statement for the current market condition? It is actually a description from the Roaring Twenties that happened
Read More

Divorce after 50 can add to challenges for women

Even necessary change brings financial hardship
August 12, 2021
Sarah Carlson
Divorce is difficult for everyone going through it, yet it is a necessary change toward a healthy life for many women. Divorce dramatically increased by 109% over the past 25 years among those aged 50 and older, according to Forbes.com.
Read More

Retirement expectations, reality often don't align

Dollar-cost averaging can increase savings in long-term strategy
July 29, 2021
Sarah Carlson
Will your retirement dreams match your reality? That's perhaps the most critical question to ask people who are currently retired. Is your retirement what you expected, or is it something else? For more than 30 years, the Employee Benefit Research Ins
Read More

Conditions might be aligned for persistent inflation

Influx of money chasing fewer items helps feed rise in consumer prices
June 17, 2021
Sarah Carlson
Are you shocked every time you go to the store and buy groceries and see how the price of basic items keeps going up week after week? If inflation makes you nervous, you are not alone.
Read More

Use stimulus money for spring fun, but spend it here

Pandemic check would do wonders if invested in our local community
April 8, 2021
Sarah Carlson
Spring is here in the Inland Northwest, and after a year of this pandemic, change is our new normal. Most of us haven't had a chance to respond to all the changes, and instead have only been reacting.
Read More

Downturn squeezes women financially

Child care, disrupted income are having disproportionate toll
March 11, 2021
Sarah Carlson
In Spokane, our community has been hit hard by the pandemic's impacts due to our business demographics and population. According to the Washington state Employment Security Department, our economic engine in the Inland Northwest is a community of
Read More

Five qualities to seek in a financial adviser

Automated investing apps can't comprehend custom planning goals
February 11, 2021
Sarah Carlson
Walmart is getting into the business of financial advice? I immediately thought, well, they are no longer as prevalent now that Amazon has taken so much of their market share, and they are trying to stay profitable to the market changes.
Read More
View All Articles by Sarah Carlson
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