by Julie Long | Sep 3, 2026 | 401k, 401K Planning, Financial Planning, General, Retirement
Each year following Labor Day, the Plan Sponsor Council of America (PSCA) observes 401(k) Day to remind workers of the benefits of saving and investing through a 401(k) plan and to provide employers with related educational resources. This year marks the 30th...
by Julie Long | Aug 27, 2026 | 401k, Financial Planning, General, Retirement, Roth, Roth IRA, Tax Planning
The Roth five-year rule states that a distribution from a Roth IRA or Roth 401(k) is tax and penalty free only if the account has been held for five years and a qualifying event has occurred. Qualifying events include reaching age 59½, becoming disabled, and...
by Julie Long | Jul 16, 2026 | Financial Planning, General, Medicare, Retirement Planning, Social Security
A recent survey showed that only about half of workers and 6 in 10 retirees are confident that Social Security and Medicare will provide the same value in the future.1 That’s not surprising. For years, detailed annual reports released by the Trustees of...
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 | Jun 11, 2026 | Financial Planning, General, Investment, Investment Management, Retirement, Retirement Planning
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk...
Best-In-State Wealth Management Teams (2025 & 2026) 