by Julie Long | Mar 5, 2026 | Financial Wellness, Investment, IRA Contributions, Retirement
Married couples often decide together that one spouse should be the primary breadwinner while the other stays home to take care of family members. Although this often works out well for childrearing or eldercare responsibilities in the short term, it can present...
by Julie Long | Feb 26, 2026 | Financial Wellness, General, Investment, Retirement, Tax
You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income tax liabilityBy deferring (postponing)...
by Julie Long | Feb 19, 2026 | General, Investment, Retirement
Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.Investing with an eye toward the long term is particularly important with...
by Julie Long | Feb 12, 2026 | Employee Benefits, Financial Wellness, General, Insurance, Investment, Retirement, Tax
Most competitive employee benefit packages provide retirement, vacation, health, vision, dental, basic life, and disability insurance benefits, yet business owners might also consider additional programs to grab the attention of potential new hires. Fortunately, there...
by Julie Long | Jan 29, 2026 | General, Insurance, Retirement
1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that’s given by...
Best-In-State Wealth Management Teams (2025 & 2026) 