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 | 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 | Oct 30, 2025 | Employee Benefits, Financial Wellness, Health Insurance Tips, Investment, Retirement
According to the Kaiser Family Foundation, the average cost of health coverage for a family of four was $25,572 in 2024. While employers contributed the lion’s share, $6,296 of that amount was paid by employees. Employees have largely been spared from painful...
Best-In-State Wealth Management Teams (2025 & 2026) 