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...
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 13, 2025 | General, Investment, Retirement
There are five estate planning documents you may need, regardless of your age, health, or wealth:Durable power of attorneyAdvance medical directivesWillLetter of instructionLiving trustThe last document, a living trust, isn’t always necessary, but it’s...
Best-In-State Wealth Management Teams (2025 & 2026) 