by Julie Long | Oct 30, 2025 | Employee Benefits, Financial Wellness, Health Insurance Tips, Investment, Retirement
According to the Kaiser Family Foundation, the average cost of health coverage for a family of four was $25,572 in 2024. While employers contributed the lion’s share, $6,296 of that amount was paid by employees. Employees have largely been spared from painful...
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...
by Julie Long | Oct 16, 2025 | General, Investment, Retirement, Tax
For nearly a quarter century, employers have been able to offer their retirement savings plan participants age 50 and older a valuable opportunity — the chance to make additional catch-up contributions to their plan.1 Thanks to the SECURE 2.0 Act passed in 2022, that...
by Julie Long | Oct 9, 2025 | General, Interest Rates, Investment, News, Retirement
On September 17, 2025, the Federal Reserve’s Federal Open Market Committee (FOMC) lowered the target range for the benchmark federal funds rate by one-quarter percentage point — the first rate cut in nine months. This brought the range to 4.0%–4.25% and resumed...
by Julie Long | Oct 2, 2025 | General, Investment, Retirement, Tax
With the enactment of the One Big Beautiful Bill Act in July 2025, Congress introduced a new class of tax-advantaged savings vehicles for minors known as Trump accounts. Here’s a breakdown of the key features.What are they?Trump accounts are custodial savings...
Best-In-State Wealth Management Teams (2025 & 2026) 