by Julie Long | Apr 2, 2026 | General, Investment, Retirement, Retirement Savings, Retirement Strategy, Stocks
With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. Many investors feel it’s useful to have a system for finding stocks that might be worth buying, deciding what price to pay, and identifying...
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 | Mar 19, 2026 | Economy, Investment
Stocks, bonds, and cash are fundamental components of an investment portfolio. However, many other investments can be used to try to spice up returns or help reduce overall portfolio risk. So-called alternative assets have become popular in recent years as a way to...
by Julie Long | Mar 12, 2026 | 401k, 401K Planning, Retirement, Retirement Savings, Retirement Strategy, Retirement Taxes, Tax, Tax Laws
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you’ll risk running out of money during...
by Julie Long | Mar 5, 2026 | Financial Wellness, Investment, IRA Contributions, Retirement
Married couples often decide together that one spouse should be the primary breadwinner while the other stays home to take care of family members. Although this often works out well for childrearing or eldercare responsibilities in the short term, it can present...
Best-In-State Wealth Management Teams (2025 & 2026) 