Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

When thinking about retirement, a few essential to-dos come to mind as you work toward financial independence to ensure you're on track. If you're checking your investment allocations and managing...
November 25, 2024

Financial Fact | Soaring Education Costs

July 18, 2017

5 Questions You Should Consider When Using 529 Plans for Education

December 19, 2016

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016