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...
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...
by Julie Long | Aug 7, 2025 | General, Investment, Retirement
Over the past several years, news reports have grown more intense about the precarious global supply of rare earth minerals. Yet outside scientific and national security arenas, many people may not fully understand the importance of rare earths. What are these...
by Julie Long | Aug 7, 2025 | General, Investment, Retirement
On April 2, 2025 an executive order was issued eliminating the de minimis exemption for low-value imports from China, which previously allowed U.S. consumers to buy goods worth up to $800 directly from online marketplaces based outside of the United States without...
Best-In-State Wealth Management Teams (2025 & 2026) 