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)...
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...
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...
by Julie Long | Jan 8, 2026 | Financial Wellness
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on...
by Julie Long | Jan 2, 2026 | Financial Wellness, General, Investment, IRA Contributions, News, Retirement, Tax, Tax Laws
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026. How much can you save in an IRA? The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2026 will be $7,500...
Best-In-State Wealth Management Teams (2025 & 2026) 