Blog posts
The Prosperity People
A Practical Guide For Maximizing Credit Card ...

Credit cards that offer points, cash back, and travel benefits can be valuable tools for getting more out of your everyday spending. But to truly benefit from rewards cards, you need to use them strategically. Here's how to make the most of your credit card rewards without falling into common traps.

A Practical Guide For Maximizing Credit Card Rewards
Blog posts
Kelley C. Long
How Does Getting Divorced Affect Your Taxes?

One of the most pressing questions during a divorce is how it will impact taxes. Your filing status, withholdings and property division are key areas where you’ll want to be clear on tax implications so you can make a holistic decision without tax surprises after everything is said and done.

How Does Getting Divorced Affect Your Taxes?
Blog posts
The Prosperity People
Protecting Seniors from Modern Scams: Medicare ...

Scammers are evolving faster than ever, and seniors have become their primary target. In 2024 alone, older Americans lost over $3.4 billion to fraud—a staggering increase driven by two particularly insidious schemes: Medicare and Medicaid fraud that weaponizes healthcare confusion, and Bitcoin ATM scams that exploit urgency and fear. These aren't the clumsy phone scams of yesterday. Today's criminals use sophisticated caller ID spoofing to appear as legitimate government agencies, deploy AI-generated voices that sound remarkably authentic, and employ psychological manipulation tactics refined through thousands of successful thefts. What makes these scams especially dangerous is how they prey on trust—trust in Medicare, trust in law enforcement, and trust in technology that many seniors didn't grow up with. But knowledge is power, and understanding how these scams work is your first line of defense.

Protecting Seniors from Modern Scams: Medicare Fraud and Bitcoin ATM Schemes
Blog posts
Kelley C. Long
Financial Planning Numbers You Need to Know for ...

Do you need to adjust your savings rates to account for new contribution limit increases? Double check to make sure you’re not missing out on the new opportunity to save more, plus a tax law change that sweetens your charitable donations!

Financial Planning Numbers You Need to Know for 2026
Recipes
The Prosperity People
Traditional Hoppin' John Recipe

A classic Southern dish traditionally eaten on New Year's Day for good luck. The black-eyed peas represent good luck, pork represents prosperity and greens (often served alongside) represent wealth.

Traditional Hoppin' John Recipe

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.