by Julie Long | May 28, 2025 | General, Investment, Retirement
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your...
by Julie Long | May 27, 2025 | General, Investment, Retirement
1. Have a game plan Having predetermined guidelines that recognize the potential for turbulent times can help prevent emotion from dictating your decisions. For example, you might take a core-and-satellite approach, combining the use of buy-and-hold principles for the...
by Julie Long | May 22, 2025 | General, Investment, Retirement
What is long-term care?Most people associate long-term care with the elderly. But it applies to the ongoing care of individuals of all ages who can no longer independently perform basic activities of daily living (ADLs)–such as bathing, dressing, or...
by Katie Brown | May 8, 2025 | General, News
Bypassing ProbateYou may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, and you may...
by Katie Brown | May 1, 2025 | General, Retirement, Tax
Exceptions to the 10% Early-Withdrawal PenaltyWithdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. [Distributions from Section 457(b) plans are...
Best-In-State Wealth Management Teams (2025 & 2026) 