by Julie Long | Jan 8, 2026 | Financial Wellness
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on...
by Julie Long | Dec 11, 2025 | Financial Wellness, General, Investment, Tax
You may donate money to charitable organizations throughout the year, simply because you wish to support causes that you care about. However, beginning in 2026, a new set of tax rules will determine the deductibility of your donations and might affect how much you can...
by Julie Long | Nov 6, 2025 | Financial Wellness
Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s appropriate for you. Basically, three separate categories of entities exist: partnerships, corporations, and limited liability...
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 16, 2025 | General, Investment, Retirement, Tax
For nearly a quarter century, employers have been able to offer their retirement savings plan participants age 50 and older a valuable opportunity — the chance to make additional catch-up contributions to their plan.1 Thanks to the SECURE 2.0 Act passed in 2022, that...
Best-In-State Wealth Management Teams (2025 & 2026) 