Blog posts
The Prosperity People
Caring For Someone With Dementia Or ...

There's a particular kind of exhaustion that comes with caring for someone with dementia or Alzheimer's — one that isn't just physical, but emotional, cognitive, and deeply personal. You may be grieving someone who is still here. You may be making decisions under pressure that no one ever prepared you to make. You may have stopped asking for help because explaining the situation feels harder than just handling it yourself.

If any of this sounds familiar, this piece is for you.

Caring For Someone With Dementia Or Alzheimer's? You Are Not Alone
Blog posts
Kelley C. Long
Is Your Emergency Fund Working Against You?

Here is what often gets overlooked in conversations about emergency funds: cash that exceeds a reasonable buffer is not just conservative. It has a real cost.

Is Your Emergency Fund Working Against You?
Blog posts
The Prosperity People
Why Staycations are the Ultimate Way to ...

Vacations don’t have to mean airports, long drives, or packing and unpacking a hundred times. Enter the staycation—a relaxing, budget-friendly, and often overlooked way to recharge your batteries right at home (or close to it).

Why Staycations are the Ultimate Way to Recharge Without Leaving Town
Blog posts
Kelley C. Long
The Retirement Tax Bomb Most People Don't See ...

If most of your retirement savings sit in pre-tax accounts, you could be heading toward a tax bill that rivals what you paid while working. It's not inevitable, but avoiding it requires acting during a specific window most people don't know exists.

The Retirement Tax Bomb Most People Don't See Coming
Blog posts
The Prosperity People
Pets Are a Great Mental Health Investment

Yes, owning a pet costs money. Food, vet bills, grooming, toys, boarding — it adds up. But when you zoom out and look at what a pet gives back, the math starts to look surprisingly good. Here's why spending on your pet may be one of the smartest mental health decisions you ever make.

Pets Are a Great Mental Health Investment

Roth IRA

6 Things to Know About How the New 529 to Roth IRA Transfer Rule Works

6 Things to Know About How the New 529 to Roth IRA Transfer Rule Works

A new rule starting in 2024 opens up exciting opportunities for 529 account holders looking to boost their retirement savings. With this change, you can now transfer funds to your Roth IRA under certain conditions, bypassing some of the usual restrictions. Ready to learn more? Read on about how this could benefit you and your family’s future…