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...
by Julie Long | Jun 20, 2025 | General, Investment, Retirement
Certain retirement plan and IRA limits rose for 2025. These tables offer an overview of the changes. Elective deferral limits 2024 2025 401(k) plans, 403(b) plans, 457(b) plans, and SAR-SEPs1 (includes Roth contributions) Lesser of $23,000 or 100% of compensation...
Best-In-State Wealth Management Teams (2025 & 2026) 