by Julie Long | Jul 2, 2026 | Financial Organization, Financial Planning, Financial Wellness, General
An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed. That’s why you should make a...
by Julie Long | Jun 25, 2026 | Financial Planning, General, Tax, Tax Planning, Tax Strategy
With the tax season a distant memory and summer already here, you have probably stopped thinking about taxes and are busy planning your annual vacation; however, midyear is also a good time for a tax checkup. With time left before 2026 ends, you still have a window...
by Julie Long | Jun 18, 2026 | Financial Planning, General, Investment, Retirement, Retirement Planning, Retirement Savings, Retirement Strategy
No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Maybe you want to finally pay off the mountain of debt you’ve accumulated or stop relying on someone else for financial support. Or...
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) 