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 | Feb 6, 2026 | AI, General, Investment, News, Retirement, Technology
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family?...
by Katie Brown | Jan 23, 2025 | General, Retirement
Time Can Be a Strong Ally in Saving for Retirement Father Time doesn’t always have a good reputation, particularly when it comes to birthdays. But when it comes to saving for retirement, time might be one of your strongest allies. Why? When time teams up with...
Best-In-State Wealth Management Teams (2025 & 2026) 