by Julie Long | Jan 2, 2026 | Financial Wellness, General, Investment, IRA Contributions, News, Retirement, Tax, Tax Laws
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026. How much can you save in an IRA? The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2026 will be $7,500...
by Julie Long | Dec 11, 2025 | Financial Wellness, General, Investment, Tax
You may donate money to charitable organizations throughout the year, simply because you wish to support causes that you care about. However, beginning in 2026, a new set of tax rules will determine the deductibility of your donations and might affect how much you can...
by Julie Long | Nov 28, 2025 | Financial Wellness, General, Investment, Retirement
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can help ensure that you’re prepared when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool...
by Julie Long | Nov 20, 2025 | Financial Wellness, General, News
The holiday season is a time for celebrating with those closest to you, but it’s also prime time for holiday scams. Unfortunately, fraudsters ramp up their efforts at this time of year to exploit holiday cheer for financial gain, so it’s important to stay...
by Julie Long | Nov 13, 2025 | Financial Wellness, Investment
Ask your five-year old where money comes from, and the answer you’ll probably get is “From a machine!” Even though children don’t always understand where money really comes from, they realize at a young age that they can use it to buy the...
by Julie Long | Nov 6, 2025 | Financial Wellness
Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s appropriate for you. Basically, three separate categories of entities exist: partnerships, corporations, and limited liability...
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