by Julie Long | Mar 26, 2026 | Economy, Estate, Estate Planning, General, Generational Wealth, Investment, New Tax Laws, News, Retirement, Tax, Tax Laws, Tax Strategy
IntroductionThe Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) was signed into law in December 2010. This law contained dramatic changes to the federal gift and estate tax and the federal generation-skipping...
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 Julie Long | Jan 22, 2026 | AI, General, Investment, News, Retirement, Technology
At their December meeting, Federal Reserve officials estimated that the U.S. economy grew 1.7% in 2025, a year plagued by uncertainty around costly new tariffs. The forecast for 2026 growth was raised to 2.3% — a significant jump from the 1.8% rate previously...
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...
by Julie Long | Nov 20, 2025 | Financial Wellness, General, News
The holiday season is a time for celebrating with those closest to you, but it’s also prime time for holiday scams. Unfortunately, fraudsters ramp up their efforts at this time of year to exploit holiday cheer for financial gain, so it’s important to stay...
by Julie Long | Oct 23, 2025 | General, Investment, News, Retirement, Tax
With the enactment of the OBBBA in July 2025, a new deduction for tips is effective for tax years 2025 through 2028. Here is a summary of the new provision and the occupations that will be affected.Deduction explainedEmployees and self-employed individuals may deduct...
Best-In-State Wealth Management Teams (2025 & 2026) 