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

Focus on Women’s Finance: 5 Practices of Financially Smart Women March 13, 2019 4:00 AM   |  

Taking control of your own finances or the finances of the family often falls to the most financially fit female. Let's gear up girlfriend!

5 min read  |  Household Finances
Tax-Efficient Investing: Ease Uncle Sam’s Bite March 11, 2019 4:00 AM   |  

If you have both taxable and tax-advantaged accounts and can choose which securities are held in which accounts, here are some ideas to help you decide where to invest.

5 min read  |  Tax Strategy
Seeking a Flexible Line of Credit? Consider a Loan from a Margin Account February 28, 2019 4:00 AM   |  

A margin account can be useful for investment leverage. Did you know it can also be used as a convenient line of credit with a low interest rate and flexible repayment? But understand the risks.

5 min read  |  Margin
Accumulation: Four Steps to Build Your Retirement Portfolio February 22, 2019 4:00 AM   |  

Ready to invest for retirement? Learn a few simple steps to get a retirement investment portfolio ready for the road.

5 min read  |  Portfolio Management
Tax Forms 101: Forms You Might Receive, Forms You Might File February 18, 2019 4:00 AM   |  

When tax time rolls around, what tax forms might you receive and what might you need to file? There are hundreds of possible forms depending on your situation, but here are some of the most common.

6 min read  |  Tax Forms
Tips for Making Sure Your College Graduate is Financially Savvy February 14, 2019 4:00 AM   |  

Is someone in your family moving from lecture hall to office this year? Here are a few ways to help 2019 graduates get a head start toward a strong financial footing.

2 min read  |  Budgeting & Saving
Don't Get Blindsided: The Importance of Tax Return Estimators January 28, 2019 4:00 AM   |  

Learn how to forecast your potential tax bill or refund with a tax estimator.

5 min read  |  Income Tax
Approaching Retirement? Steer Your Tax Strategy Carefully January 18, 2019 4:00 AM   |  

Nearing retirement and getting ready for tax season? Here are some things to think about as the new year begins.

4 min read  |  Tax Strategy
Second Act: Opportunities Blooming in Retirement January 15, 2019 2:00 PM   |  

The transition from career to retirement doesn’t have to go straight from the office to the retirement community. Here’s how one woman’s retirement path took a detour through a field of flowers.

5 min read  |  Retirement Lifestyle
Have a Stress-Free Filing: Use Our 2018 Tax Checklist January 10, 2019 4:00 AM   |  

Ready to start your tax preparation? Keep these five things in mind. And refer to the checklist as you prepare.

5 min read  |  Tax Strategy
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