Blog posts
The Prosperity People
Spring Break Money Lessons for Kids

Spring break is almost here. you’ve booked the flights, mapped out the itinerary, and started packing. But here’s something you might not have considered: This trip is also on of the best financial education opportunities you’ll have all year.

Spring Break Money Lessons for Kids
Blog posts
Kelley C. Long
Qualifying for Medicaid: What You're Actually ...

Medicaid has asset and income limits, which leads to an understandable and extremely common question: do we have to go broke before our spouse can qualify?

Qualifying for Medicaid: What You're Actually Allowed to Keep
Blog posts
The Prosperity People
Your Greatest Legacy Is What You Pass On

When we think about legacy planning, our minds often jump straight to wills, trusts, and who gets what. But here's a question worth pondering: What if the most valuable inheritance you could leave has nothing to do with money?

Your Greatest Legacy Is What You Pass On
Blog posts
Kelley C. Long
Social Security and Second Marriages: Timing ...

It sounds unromantic to let Social Security rules influence wedding plans. But with potentially tens of thousands of dollars at stake, the timing of a remarriage deserves serious consideration, especially if you've been married before.

Social Security and Second Marriages: Timing Your "I Do"
Blog posts
The Prosperity People
An Essential Guide to Organizing Your Life ...

Life has a way of throwing curveballs when we least expect them. Whether it’s a medical emergency, natural disaster, or unexpected loss, having your important information organized and accessible can make all the difference for you and your loved ones during crisis moments.

An Essential Guide to Organizing Your Life Information for Emergencies

long-term care

Understanding Long Term Care Insurance

Understanding Long Term Care Insurance

Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. This information is the bread and butter of any LTCI policy. In addition, you should know how to file a claim, preferably before you're on the verge of needing care.