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...
by Julie Long | Jul 9, 2026 | Capital Gains Tax, General, Investment, Investment Strategies, Long Term Investing, Tax, Tax Strategy
A number of special federal tax benefits are available for investing capital gains in a qualified opportunity fund. These include: (1) the rolling five-year deferral of tax on the capital gains, (2) the partial exclusion of the capital gains from gross income...
by Julie Long | Jul 2, 2026 | Financial Organization, Financial Planning, Financial Wellness, General
An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed. That’s why you should make a...
by Julie Long | Jun 18, 2026 | Financial Planning, General, Investment, Retirement, Retirement Planning, Retirement Savings, Retirement Strategy
No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Maybe you want to finally pay off the mountain of debt you’ve accumulated or stop relying on someone else for financial support. Or...
Best-In-State Wealth Management Teams (2025 & 2026) 