by Julie Long | Jul 31, 2025 | General, Investment, Retirement
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, after months of deliberation in the House and Senate. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances...
by Julie Long | Jul 25, 2025 | General, Investment, Retirement
At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.1Buffett is a venerated investor due to his financial success and long track record of stock market...
by Julie Long | Jul 17, 2025 | General, Investment, Retirement
When you die, you leave behind your estate. Your estate consists of your assets — all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and...
by Julie Long | Jul 11, 2025 | Retirement, Tax
Every May, interest rates on federal student loans are reset for the upcoming school year. The rates are calculated by combining the yield on the 10-year U.S. Treasury note with an additional fixed amount set by Congress.Based on this calculation, interest rates on...
by Julie Long | Jul 2, 2025 | General, Investment, Retirement
The One Big Beautiful Bill ActH.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax...
by Julie Long | Jun 26, 2025 | General, Investment, Retirement
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest...
Best-In-State Wealth Management Teams (2025 & 2026) 