About Debbie Carlson

Debbie Carlson has been a contributor to The Ticker Tape since 2012. She is a veteran financial journalist who specializes in explaining personal finance and financial industry trends in a way that’s easy to understand. Debbie also writes and edits for many high-level and top-tier media organizations and has contributed to The Wall Street Journal, Barron's, The Guardian, Chicago Tribune, and U.S. News & World Report, among other publications.

She holds a BA in journalism from Eastern Illinois University.

 

Get ’s perspective

Managing the Strike Count: How to Avoid Good Faith Violations March 16, 2023 10:49 AM   |  

Good faith violations can be tricky to understand. Here’s what to know about cash balances, settled versus unsettled funds, and how to avoid good faith violations.

5 min read  |  Margin
Steer Your Retirement Tax Strategy Carefully December 20, 2022 11:34 AM   |  

Are you nearing retirement and getting ready for tax season? Here are some retirement tax strategies to steer you in the right direction as the new year begins.

5 min read  |  Tax Strategy
Thrift Savings Plans: An Overview ... and What’s Ahead in 2023 November 7, 2022 9:58 AM   |  

Are you a member of the military or a federal employee? Here’s what you should know about Thrift Savings Plans.

21 min read  |  Plan Distributions
Large Life Purchases: Is Using a 401(k) Loan a Good Idea? October 27, 2022 11:26 AM   |  

If you're thinking of borrowing from your 401(k) to fund a large purchase like a home, consider the 401(k) loan rules, pros, and cons carefully. This article can help.

5 min read  |  IRA & 401k Plans
5 Lessons Smart Parents Teach Their Kids About Money October 11, 2022 11:27 AM   |  

Parents can be the best role models for kids when it comes to saving and spending money. Here are five lessons parents can use to teach their kids about money.

3 min read  |  Household Finances
As Space Commercialization Heats Up, Can Investors Ride the Rocket? September 10, 2021 10:15 AM   |  

Space commercialization may make space tourism a reality. How can investors position their portfolios to take advantage of going orbital?

4 min read  |  Investment Strategies
The Total Return Approach: Investing in a Low-Interest, Low-Dividend Yield Environment June 30, 2021 10:15 AM   |  

When bonds and dividend yields can’t keep pace with inflation, how should investors plan for retirement? One idea is to take a total return approach.

3 min read  |  Retirement Planning
Managing Trading Success: In A Way, It’s Harder than Managing Failure May 28, 2021 10:15 AM   |  

Understanding trading psychology can help you learn from your failures and successes to keep your cool, especially after a hot season of winning trades.

3 min read  |  Trading Psychology
Duration, Bucketing, & More: Fixed Income and Your Retirement Portfolio May 14, 2021 10:15 AM   |  

Ultra-low interest rates and a promise by the Fed to keep rates low for a while has many retirees rethinking their bond portfolios. But is that the best course?

4 min read  |  Portfolio Management
5 Things to Consider for Your Tax Refund April 30, 2021 10:30 AM   |  

Anticipating a tax refund? Before you blow it on something frivolous, consider these five ideas on how you might better use it.

5 min read  |  Tax Strategy

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