by Julie Long | Jun 11, 2026 | Financial Planning, General, Investment, Investment Management, Retirement, Retirement Planning
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk...
by Julie Long | Jun 5, 2026 | 401K Planning, General, Investment, IRA Contributions, Retirement, Retirement Savings, Retirement Strategy
If you are 50 or older, or you will reach age 50 by the end of the year, you may be able to make contributions to your IRA or employer-sponsored retirement plan above the normal contribution limit. Catch-up contributions are designed to help you make up any retirement...
by Julie Long | May 28, 2026 | 401K Planning, Estate Planning, Financial Planning, General, Retirement, Retirement Planning, Retirement Strategy, Tax Planning
Losing a spouse is an emotionally distressing time, and not surprisingly, tax-related concerns may not be a priority for a surviving spouse. However, failure to take appropriate steps can lead to a survivor paying more in tax than necessary. Here is an overview...
by Julie Long | May 21, 2026 | Financial Planning, General, IRA Contributions, Retirement, Retirement Savings, Retirement Strategy
What is it?A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can...
by Julie Long | May 7, 2026 | General, Insurance, Retirement
It’s a fact: People today are living longer. Although that’s good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how...
Best-In-State Wealth Management Teams (2025 & 2026) 