by Julie Long | Jun 25, 2026 | Financial Planning, General, Tax, Tax Planning, Tax Strategy
With the tax season a distant memory and summer already here, you have probably stopped thinking about taxes and are busy planning your annual vacation; however, midyear is also a good time for a tax checkup. With time left before 2026 ends, you still have a window...
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 | Apr 23, 2026 | Financial Planning, General, Home Ownership, Tax Planning
In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated...
Best-In-State Wealth Management Teams (2025 & 2026) 