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
Blog posts
The Prosperity People
Beyond Resolutions: Alternative Approaches That ...

Every January, millions of people set ambitious New Year's resolutions, only to abandon them by February. Studies show that approximately 80% of resolutions fail by the second week of February. The problem isn't lack of willpower—it's the approach itself.

Traditional resolutions are often vague, all-or-nothing, and disconnected from our daily lives. Here are evidence-based alternatives that create lasting change.

Beyond Resolutions: Alternative Approaches That Actually Work

Mackey’s Listening To: NPR’s Hidden Brain

Mackey’s Listening To: NPR’s Hidden Brain

A couple months ago, an incredibly engaging episode of NPR’s Hidden Brain podcast featuring Brad Klontz, a financial psychologist. On the episode, he mentions money worries as a major source of anxiety for Americans. He says that while external economic forces often shape our financial well-being, our unconscious beliefs about money also contribute to how well we manage our money.

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.