Retirement Plan Considerations at Different Stages of Life

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...

Key Estate Planning Documents You Need

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...

Mining Maelstrom: Why Rare Earths Are Making Headlines

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...

Surprises May Be in Store for Online Shoppers in the Tariff Era

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...

One Big Beautiful Bill Act

by Julie Long | Jul 31, 2025 | General, Investment, Retirement

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, after months of deliberation in the House and Senate. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances...