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 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...
Best-In-State Wealth Management Teams (2025 & 2026) Read More →