by Julie Long | May 28, 2026 | 401K Planning, Estate Planning, Financial Planning, General, Retirement, Retirement Planning, Retirement Strategy, Tax Planning
Losing a spouse is an emotionally distressing time, and not surprisingly, tax-related concerns may not be a priority for a surviving spouse. However, failure to take appropriate steps can lead to a survivor paying more in tax than necessary. Here is an overview...
by Julie Long | May 21, 2026 | Financial Planning, General, IRA Contributions, Retirement, Retirement Savings, Retirement Strategy
What is it?A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can...
by Julie Long | May 7, 2026 | General, Insurance, Retirement
It’s a fact: People today are living longer. Although that’s good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how...
by Julie Long | Apr 23, 2026 | Financial Planning, General, Home Ownership, Tax Planning
In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated...
by Julie Long | Apr 16, 2026 | Financial Planning, Financial Wellness, General, Retirement Planning, Retirement Savings, Tax, Tax Strategy, Wealth Management Strategies
Tax season may be behind you, but don’t stash away your tax return quite yet. It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. Here are four things you could learn from reviewing your...
Best-In-State Wealth Management Teams (2025 & 2026) 