by Julie Long | Sep 25, 2025 | General, Investment, Retirement
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance...
by Julie Long | Sep 18, 2025 | General, Investment, Retirement
Children are a special blessing and their arrival brings boundless love and joy into our lives that you can’t put a price on. But adding a child to the household impacts the family budget in very measurable ways. Whether this is your first child or your fourth,...
by Julie Long | Sep 11, 2025 | General, Investment, News
College graduates looking to join the workforce this year encountered the most discouraging labor market in recent memory. The class of 2025 saw the number of job postings on Handshake (a career platform used to recruit college graduates) decline 15% from the previous...
by Julie Long | Sep 4, 2025 | General, Investment, Retirement
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, or are starting a family, enjoying your peak earning years, or preparing to...
by Julie Long | Aug 28, 2025 | General, Investment, Retirement
There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from...
Best-In-State Wealth Management Teams (2025 & 2026) 