by Julie Long | Aug 20, 2026 | College Cost, College Planning, General, Higher Education
The world of higher education is constantly evolving. Here are some key updates for 2026. Rising costs and operational headwinds Over the past 20 years, average costs for college tuition, fees, housing, and food have outpaced general inflation by 30% at public...
by Julie Long | Aug 13, 2026 | Business Succession, Family Business, General, Gift Tax Planning, Investment
What is lifetime gifting of your stock or business interest? Lifetime gifting refers to transferring business interest to a younger generation Lifetime gifting of your stock or other business interest (such as a partnership interest, if your business is...
by Julie Long | Aug 6, 2026 | Estate, Estate Planning, General, Investment, Retirement, Trusts, Wills
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.3 years longer than men.* That’s important because it means there’s a greater chance that you need your assets to last for a longer period of time and...
by Julie Long | Jul 23, 2026 | Financial Planning, General, Tax, Tax Strategy
Municipal bonds are debt obligations issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and maintenance of infrastructure projects such as roads, airports, water systems, and...
by Julie Long | Jul 16, 2026 | Financial Planning, General, Medicare, Retirement Planning, Social Security
A recent survey showed that only about half of workers and 6 in 10 retirees are confident that Social Security and Medicare will provide the same value in the future.1 That’s not surprising. For years, detailed annual reports released by the Trustees of...
Best-In-State Wealth Management Teams (2025 & 2026) 