by Julie Long | Oct 8, 2026 | General, Income, Retirement Planning, Retirement Savings, Retirement Strategy
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an...
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 | 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...
by Julie Long | Mar 12, 2026 | 401k, 401K Planning, Retirement, Retirement Savings, Retirement Strategy, Retirement Taxes, Tax, Tax Laws
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you’ll risk running out of money during...
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) 