Blog posts
Kelley C. Long
How to Use Your IRA for a Short-Term Loan: ...

The 60-day rollover rule for IRAs offers a solution for short-term cash crunches, but extreme caution should be exercised when considering this strategy. Read on for how it works and how to avoid the potential pitfalls.

How to Use Your IRA for a Short-Term Loan: 60-Day Rollover Rules and Risks
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?

2022 Q2 Economic Update

2022 Q2 Economic Update

The anxiety among investors is understandable, given sky-high inflation, stock market losses, the war in the Ukraine, and looking mid-term elections.  However, now is not the time to panic.  One of my favorite quotes from Mark Twain is “History doesn’t repeat itself, but it often rhymes”.  And what is happening today, certainly rhymes with what we have seen in the recent past.