A Midyear Tax Checkup May Help Manage Unwanted Tax Consequences

by Julie Long | Jun 25, 2026 | Financial Planning, General, Tax, Tax Planning, Tax Strategy

 With the tax season a distant memory and summer already here, you have probably stopped thinking about taxes and are busy planning your annual vacation; however, midyear is also a good time for a tax checkup. With time left before 2026 ends, you still have a window...

Estate Tax Changes Under Recent Tax Acts

by Julie Long | Mar 26, 2026 | Economy, Estate, Estate Planning, General, Generational Wealth, Investment, New Tax Laws, News, Retirement, Tax, Tax Laws, Tax Strategy

IntroductionThe Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) was signed into law in December 2010. This law contained dramatic changes to the federal gift and estate tax and the federal generation-skipping...

Tax Planning for Income

by Julie Long | Feb 26, 2026 | Financial Wellness, General, Investment, Retirement, Tax

You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income tax liabilityBy deferring (postponing)...

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...