by Julie Long | Mar 12, 2026 | 401k, 401K Planning, Retirement, Retirement Savings, Retirement Strategy, Retirement Taxes, Tax, Tax Laws
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you’ll risk running out of money during...
by Julie Long | Dec 11, 2025 | Financial Wellness, General, Investment, Tax
You may donate money to charitable organizations throughout the year, simply because you wish to support causes that you care about. However, beginning in 2026, a new set of tax rules will determine the deductibility of your donations and might affect how much you can...