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)...

Holding Equities for the Long Term: Time vs. Timing

by Julie Long | Feb 19, 2026 | General, Investment, Retirement

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.Investing with an eye toward the long term is particularly important with...

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...

10 Years and Counting: Points to Consider as You Approach Retirement

by Julie Long | Feb 6, 2026 | AI, General, Investment, News, Retirement, Technology

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family?...

Five Questions about Long-Term Care

by Julie Long | Jan 29, 2026 | General, Insurance, Retirement

1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that’s given by...