Blog posts
The Prosperity People
October is National Financial Planning Month

Every October, financial professionals and organizations across the country come together to observe National Financial Planning Month. This annual initiative, established by the Financial Planning Association (FPA), serves as a powerful reminder that financial wellness isn't just about having money—it's about having a plan.

October is National Financial Planning Month
Blog posts
Kelley C. Long
Donor Advised Funds vs. Family Foundations: ...

With upcoming changes to tax policy in 2026 that may limit your charitable deductions combined with the SALT cap increase to $40,000, this year presents a unique opportunity to maximize your charitable impact while optimizing tax benefits. Here’s a look at two common vehicles that are used to make larger gifts.

Donor Advised Funds vs. Family Foundations: Making the Right Choice for Your Charitable Giving Strategy
Blog posts
The Prosperity People
Beyond the Postcard: How Travel Transforms Your ...

Travel marketing sells us beautiful beaches and iconic landmarks, but the most profound journeys offer something far more valuable than Instagram photos—they fundamentally shift how we see ourselves and the world around us. Transformative travel doesn't require exotic destinations or unlimited budgets; it requires openness to experiences that challenge your assumptions and expand your understanding of what it means to be human.

Beyond the Postcard: How Travel Transforms Your Worldview
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

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.