Recipes
The Prosperity People
Mackey's Ratatouille Recipe

Is your kitchen bursting with fresh summer vegetables and wondering what to make? Mackey’s recipe is summer on a plate—simple, vibrant and full of flavor. Whether you just came back from the farmer’s market or your garden is in overdrive, this dish makes the most of the season’s best ingredients.

Mackey's Ratatouille Recipe
Blog posts
The Prosperity People
Getting Ready for College this Fall: A Wealth ...

The transition to college marks a major milestone—not just for students, but for families as a whole. As fall approaches and college move-in dates creep closer, parents are navigating an exciting (and sometimes overwhelming) season of change. Whether your child is heading off for their first year or returning for another semester, there are important financial and logistical steps to take now that can set your family up for a smoother, more confident transition.

Getting Ready for College this Fall: A Wealth Management Perspective
Blog posts
Kelley C. Long
3 Key Tax Law Changes You Might Want to Pay ...

Congress just passed legislation with several tax provisions that could significantly impact your financial planning strategy for 2025 and beyond.

We've identified the three changes our clients are asking about most—and chances are, at least one of them will affect your situation too.

3 Key Tax Law Changes You Might Want to Pay Attention To
Blog posts
The Prosperity People
529 Plans: The Ins and Outs of Contributions ...

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.

529 Plans: The Ins and Outs of Contributions and Withdrawals
Blog posts
Kelley C. Long
Your Mid-Year Financial Check-In: Time to ...

Believe it or not, we are halfway through 2025 already. Take a moment to review your goals for the year and check in on progress - we created this 4-step guide to help you stay on track.

Your Mid-Year Financial Check-In: Time to Pause, Reflect, and Recalibrate

estate planning

Spring Cleaning: For Your Home, Your Yard and Your Finances

Spring Cleaning: For Your Home, Your Yard and Your Finances

There is something about spring that inspires us to shake off the dust, open the windows, and get everything in order. But while you’re decluttering closets and scrubbing baseboards, don’t forget—your finances deserve a seasonal refresh, too.

Death of a Family Member Checklist

Death of a Family Member Checklist

Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security. The following checklist may help guide you through the matters that must be attended to upon the death of a family member.

Estate Planning: An Introduction

Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.