by Julie Long | Jan 22, 2026 | AI, General, Investment, News, Retirement, Technology
At their December meeting, Federal Reserve officials estimated that the U.S. economy grew 1.7% in 2025, a year plagued by uncertainty around costly new tariffs. The forecast for 2026 growth was raised to 2.3% — a significant jump from the 1.8% rate previously...
by Julie Long | Jan 15, 2026 | General
Scholarships are definitely a preferred type of financial aid because they do not have to be repaid.There are basically two types of scholarships: scholarships awarded on the basis of financial need and merit scholarships awarded on the basis of academic, athletic,...
by Julie Long | Jan 8, 2026 | Financial Wellness
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on...
by Julie Long | Jan 2, 2026 | Financial Wellness, General, Investment, IRA Contributions, News, Retirement, Tax, Tax Laws
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026. How much can you save in an IRA? The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2026 will be $7,500...
by Julie Long | Dec 11, 2025 | Financial Wellness, General, Investment, Tax
You may donate money to charitable organizations throughout the year, simply because you wish to support causes that you care about. However, beginning in 2026, a new set of tax rules will determine the deductibility of your donations and might affect how much you can...
Best-In-State Wealth Management Teams (2025 & 2026) 