by Julie Long | May 28, 2026 | 401K Planning, Estate Planning, Financial Planning, General, Retirement, Retirement Planning, Retirement Strategy, Tax Planning
Losing a spouse is an emotionally distressing time, and not surprisingly, tax-related concerns may not be a priority for a surviving spouse. However, failure to take appropriate steps can lead to a survivor paying more in tax than necessary. Here is an overview...
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 | Sep 25, 2025 | General, Investment, Retirement
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance...
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 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...
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