by Julie Long | Oct 29, 2026 | Financial Planning, General, Tax Planning, Tax Strategy
As year-end approaches, consider reviewing your tax situation for potential opportunities to reduce your federal income tax liability. Here are some tax-planning moves that you may want to review. Increase your workplace retirement savings. If you participate in an...
by Julie Long | Oct 22, 2026 | Employee Benefits, Financial Planning, General, Open Enrollment
A robust employee benefits package can help employees feel happier, healthier, and more supported at work. It can also help employers attract and retain employees. In fact, 85% of employers say they see a positive impact on employee satisfaction because of their...
by Julie Long | Oct 8, 2026 | General, Income, Retirement Planning, Retirement Savings, Retirement Strategy
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an...
by Julie Long | Sep 24, 2026 | General, Health Savings Accounts, HSA Benefits, Retirement Planning, Tax Planning
A health savings account (HSA) is one of the most powerful savings and investment vehicles available to individuals and families; however, in order to take advantage of one, you must be enrolled in a qualified high-deductible health plan (HDHP). According to health...
by Julie Long | Sep 17, 2026 | Financial Planning, General, Investment, Retirement Planning
For retirement plan sponsors, fee benchmarking can seem deceptively simple. Put provider A next to provider B, compare the numbers, and identify the lower-cost option. In reality, it rarely works that way. One of the biggest obstacles in evaluating plan fees is...
Best-In-State Wealth Management Teams (2025 & 2026) 