Blog posts
The Prosperity People
Reclaim Your Time: A Practical Guide to Digital ...

The average person checks their phone 96 times per day and spends over 7 hours staring at screens. If you find yourself mindlessly scrolling, feeling anxious when separated from your devices, or struggling to focus on real-world activities, it might be time for a digital detox.

Reclaim Your Time: A Practical Guide to Digital Detox
Blog posts
Kelley C. Long
Should You Buy a New Car for the Tax Deduction?

Maybe you’ve heard that the new tax law allows you to deduct the interest on certain new car purchases. But should you go out and buy a new car for that reason? Read on to learn more about how the rule works and what to consider.

Should You Buy a New Car for the Tax Deduction?
Blog posts
The Prosperity People
Preparing for Retirement: The 10-Year Countdown ...

Retirement might seem distant when you're in your fifties, but the decade leading up to your golden years is actually the most critical time for retirement preparation. Whether you're 55 and just starting to think seriously about retirement or already deep into your planning, this comprehensive 10-year countdown checklist will help ensure you're ready for this major life transition.

Preparing for Retirement: The 10-Year Countdown Checklist
Blog posts
Kelley C. Long
What Happens to Your HSA When You Turn 65?

There's a lot of confusion around Health Savings Accounts (HSAs) and Medicare, and for good reason. Making contributions to your HSA after you're no longer eligible can lead to tax penalties and can be a headache to correct. Read on for what you need to know if you’re contributing to your HSA and preparing to enroll in Medicare.

What Happens to Your HSA When You Turn 65?
Blog posts
The Prosperity People
Estate Planning & Trusts: Protecting What ...

When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.

Estate Planning & Trusts: Protecting What Matters Most

tax updates

3 Key Tax Law Changes You Might Want to Pay Attention To

3 Key Tax Law Changes You Might Want to Pay Attention To

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.

Kentucky Tax Update | 2018

Kentucky Tax Update | 2018

On April 13, 2018, Kentucky legislation passed a new tax bill into law. Instead of reading the thousands of pages of the new tax law, which I know many of you enjoy dearly, I thought a summary of some of the main highlights would be useful. This does not include every single change in the tax law and is only intended to summarize the changes that will have a wider impact.