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 | May 21, 2026 | Financial Planning, General, IRA Contributions, Retirement, Retirement Savings, Retirement Strategy
What is it?A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can...
by Julie Long | Apr 9, 2026 | Asset Allocation, Financial Planning, Financial Wellness, General, Investment, Investment Management, Market & Portfolio Insights, Portfolio, Retirement, Retirement Planning, Wealth Management Strategies
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with...
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) 