by Julie Long | Jun 26, 2025 | General, Investment, Retirement
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest...
by Julie Long | Jun 20, 2025 | General, Investment, Retirement
Certain retirement plan and IRA limits rose for 2025. These tables offer an overview of the changes. Elective deferral limits 2024 2025 401(k) plans, 403(b) plans, 457(b) plans, and SAR-SEPs1 (includes Roth contributions) Lesser of $23,000 or 100% of compensation...
by Julie Long | May 29, 2025 | Retirement, Tax
Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered by private insurance companies, Medigap policies are designed to cover costs not paid by Original...
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...
Best-In-State Wealth Management Teams (2025 & 2026) 