by Julie Long | Aug 6, 2026 | Estate, Estate Planning, General, Investment, Retirement, Trusts, Wills
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.3 years longer than men.* That’s important because it means there’s a greater chance that you need your assets to last for a longer period of time and...
by Julie Long | Jul 9, 2026 | Capital Gains Tax, General, Investment, Investment Strategies, Long Term Investing, Tax, Tax Strategy
A number of special federal tax benefits are available for investing capital gains in a qualified opportunity fund. These include: (1) the rolling five-year deferral of tax on the capital gains, (2) the partial exclusion of the capital gains from gross income...
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...
by Julie Long | Jun 5, 2026 | 401K Planning, General, Investment, IRA Contributions, Retirement, Retirement Savings, Retirement Strategy
If you are 50 or older, or you will reach age 50 by the end of the year, you may be able to make contributions to your IRA or employer-sponsored retirement plan above the normal contribution limit. Catch-up contributions are designed to help you make up any retirement...
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...
Best-In-State Wealth Management Teams (2025 & 2026) 