Blog posts
Kelley C. Long
How to Track Down a Late Spouse's Accounts

A surviving spouse who has to play financial detective during the worst period of their life is much too common. Here's a roadmap for tracking down what's out there.

How to Track Down a Late Spouse's Accounts
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"

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.