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...
by Julie Long | Dec 10, 2025 | General, Investment
Every year, the College Board releases new college cost data and trends in its annual report. The numbers represent average costs for in-state public colleges, out-of-state public colleges, and private colleges and are based on a survey of approximately 4,000 colleges...
by Julie Long | Nov 28, 2025 | Financial Wellness, General, Investment, Retirement
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can help ensure that you’re prepared when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool...
by Julie Long | Nov 20, 2025 | Financial Wellness, General, News
The holiday season is a time for celebrating with those closest to you, but it’s also prime time for holiday scams. Unfortunately, fraudsters ramp up their efforts at this time of year to exploit holiday cheer for financial gain, so it’s important to stay...
by Julie Long | Nov 13, 2025 | Financial Wellness, Investment
Ask your five-year old where money comes from, and the answer you’ll probably get is “From a machine!” Even though children don’t always understand where money really comes from, they realize at a young age that they can use it to buy the...
Best-In-State Wealth Management Teams (2025 & 2026) 