by Julie Long | Jan 22, 2026 | AI, General, Investment, News, Retirement, Technology
At their December meeting, Federal Reserve officials estimated that the U.S. economy grew 1.7% in 2025, a year plagued by uncertainty around costly new tariffs. The forecast for 2026 growth was raised to 2.3% — a significant jump from the 1.8% rate previously...
by Julie Long | Oct 30, 2025 | Employee Benefits, Financial Wellness, Health Insurance Tips, Investment, Retirement
According to the Kaiser Family Foundation, the average cost of health coverage for a family of four was $25,572 in 2024. While employers contributed the lion’s share, $6,296 of that amount was paid by employees. Employees have largely been spared from painful...
by Julie Long | Oct 23, 2025 | General, Investment, News, Retirement, Tax
With the enactment of the OBBBA in July 2025, a new deduction for tips is effective for tax years 2025 through 2028. Here is a summary of the new provision and the occupations that will be affected.Deduction explainedEmployees and self-employed individuals may deduct...
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 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,...
Best-In-State Wealth Management Teams (2025 & 2026) 