Is It Time to Declare Your Financial Independence?

by Julie Long | Jun 18, 2026 | Financial Planning, General, Investment, Retirement, Retirement Planning, Retirement Savings, Retirement Strategy

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Maybe you want to finally pay off the mountain of debt you’ve accumulated or stop relying on someone else for financial support. Or...

Investing as a Couple: Getting to Yes

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...

What Are the Tax Implications of a Spouse’s Death?

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...

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...