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 | Jan 15, 2026 | General
Scholarships are definitely a preferred type of financial aid because they do not have to be repaid.There are basically two types of scholarships: scholarships awarded on the basis of financial need and merit scholarships awarded on the basis of academic, athletic,...
Best-In-State Wealth Management Teams (2025 & 2026) 