by Julie Long | Sep 3, 2026 | 401k, 401K Planning, Financial Planning, General, Retirement
Each year following Labor Day, the Plan Sponsor Council of America (PSCA) observes 401(k) Day to remind workers of the benefits of saving and investing through a 401(k) plan and to provide employers with related educational resources. This year marks the 30th...
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 | Mar 12, 2026 | 401k, 401K Planning, Retirement, Retirement Savings, Retirement Strategy, Retirement Taxes, Tax, Tax Laws
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you’ll risk running out of money during...
Best-In-State Wealth Management Teams (2025 & 2026) 