Time for a Financial Cleanup: Organizing Your Financial Records

by Julie Long | Jul 2, 2026 | Financial Organization, Financial Planning, Financial Wellness, General

  An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed. That’s why you should make a...

What Can You Learn from Your Tax Return?

by Julie Long | Apr 16, 2026 | Financial Planning, Financial Wellness, General, Retirement Planning, Retirement Savings, Tax, Tax Strategy, Wealth Management Strategies

Tax season may be behind you, but don’t stash away your tax return quite yet. It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. Here are four things you could learn from reviewing your...

Monitoring Your Portfolio

by Julie Long | Apr 9, 2026 | Asset Allocation, Financial Planning, Financial Wellness, General, Investment, Investment Management, Market & Portfolio Insights, Portfolio, Retirement, Retirement Planning, Wealth Management Strategies

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with...

Retirement Planning Considerations for a Stay-at-Home Spouse

by Julie Long | Mar 5, 2026 | Financial Wellness, Investment, IRA Contributions, Retirement

Married couples often decide together that one spouse should be the primary breadwinner while the other stays home to take care of family members. Although this often works out well for childrearing or eldercare responsibilities in the short term, it can present...

Tax Planning for Income

by Julie Long | Feb 26, 2026 | Financial Wellness, General, Investment, Retirement, Tax

You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income tax liabilityBy deferring (postponing)...

Employee Benefits for Special Circumstances

by Julie Long | Feb 12, 2026 | Employee Benefits, Financial Wellness, General, Insurance, Investment, Retirement, Tax

Most competitive employee benefit packages provide retirement, vacation, health, vision, dental, basic life, and disability insurance benefits, yet business owners might also consider additional programs to grab the attention of potential new hires. Fortunately, there...