Blog posts
Kelley C. Long
What to Do If You're Named a Trustee

Being named trustee of a loved one’s estate is an honor as well as a job. It comes with legal obligations, tax deadlines, fiduciary duties and possibly family dynamics. Here’s what to do if you find yourself in this role.

What to Do If You're Named a Trustee
Recipes
The Prosperity People
Mackey's Basil Blackberry Crumble

This unexpected pairing of blackberries and fresh basil is the ultimate summer dessert. A perfect sweet treat for your July 4th celebration.

Mackey's Basil Blackberry Crumble
Blog posts
The Prosperity People
Beyond Wealth Accumulation

More people are redefining what financial success looks like – moving away from the relentless pursuit of bigger number toward something that actually feels good. Here’s what’s driving the change, and why it matters.

Beyond Wealth Accumulation
Blog posts
Kelley C. Long
Helping Your Kids Without Hurting Your ...

If you've been helping your kids financially and you've never mapped the total against your retirement projections, it’s a good idea to check. Not to reduce your generosity, but so you can be deliberate with your giving without unintentionally changing your future.

Helping Your Kids Without Hurting Your Retirement
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

financial wellness

October is National Financial Planning Month

October is National Financial Planning Month

Every October, financial professionals and organizations across the country come together to observe National Financial Planning Month. This annual initiative, established by the Financial Planning Association (FPA), serves as a powerful reminder that financial wellness isn't just about having money—it's about having a plan.