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

financial goals

Money Issues That Concern Married Couples

Money Issues That Concern Married Couples

Marriage is an important step in anyone's life and brings many challenges with it. One of those challenges is the management of your finances as a couple. The money decisions that you make now as a couple can have a lasting impact on your financial future together. Careful planning of your finances can ensure that together, you achieve financial success.