by Julie Long | Sep 24, 2026 | General, Health Savings Accounts, HSA Benefits, Retirement Planning, Tax Planning
A health savings account (HSA) is one of the most powerful savings and investment vehicles available to individuals and families; however, in order to take advantage of one, you must be enrolled in a qualified high-deductible health plan (HDHP). According to health...
by Julie Long | Sep 17, 2026 | Financial Planning, General, Investment, Retirement Planning
For retirement plan sponsors, fee benchmarking can seem deceptively simple. Put provider A next to provider B, compare the numbers, and identify the lower-cost option. In reality, it rarely works that way. One of the biggest obstacles in evaluating plan fees is...
by Julie Long | Sep 10, 2026 | Financial Planning, General, Small Business, Stocks, Tax, Tax Planning
What is qualified small business stock? Qualified small business stock is a type of tax-favored investment in certain small businesses. Section 1202 of the Internal Revenue Code allows a taxpayer other than a corporation to exclude some or all of the gain from...
by Julie Long | Feb 6, 2026 | AI, General, Investment, News, Retirement, Technology
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family?...
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) 