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Prosper for Individuals

Home
Events
About
What We Do
WHO WE ARE
Contact
Join us on The Prosperity Pod
SHARE THE PROSPERITY!
Buy The Books
BLOG
Take Action
October 13, 2025
Blog posts
Kelley C. Long
4th Quarter Life Review: Make These 3 Moves Now ...

The fourth quarter of 2025 is just getting started, but blink and it will be over—now is the time to take stock of your financial picture and make strategic adjustments before the calendar flips to 2026.

4th Quarter Life Review: Make These 3 Moves Now to Optimize Your 2025 Goals
October 6, 2025
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
September 29, 2025
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
September 22, 2025
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
September 15, 2025
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
Mackey McNeill
December 19, 2022
Recipes

Recipes from Red Sunflower Farm

Mackey McNeill
December 19, 2022
Recipes
Recipes from Red Sunflower Farm

I make this with yellow carrots plucked from my garden. It’s an easy and impressive side for any meal. Assemble your ingredients a day ahead and let the flavors marinate overnight. This tasty dish gets better with age!

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The Prosperity People
December 19, 2022
Blog posts

Level Up Your Resolutions with a Year in Review

The Prosperity People
December 19, 2022
Blog posts
Level Up Your Resolutions with a Year in Review

Often, we use this time of year to look forward, setting aspirational goals for our future selves

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The Prosperity People
November 7, 2022
Noteworthy News

Noteworthy News

The Prosperity People
November 7, 2022
Noteworthy News
Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles to support your pursuit of prosperity.

Comment
Andy Pulsfort
November 7, 2022
You Oughta Ask

You Oughta Ask with Andy Pulsfort

Andy Pulsfort
November 7, 2022
You Oughta Ask
You Oughta Ask with Andy Pulsfort

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.

Comment
Mackey McNeill
November 7, 2022
Recipes

Recipes from Red Sunflower Farm

Mackey McNeill
November 7, 2022
Recipes
Recipes from Red Sunflower Farm

Green Beans, Ham, and Potatoes

A perfect, warming dish for the transition from Fall to Winter!

Comment
The Prosperity People
November 7, 2022
Blog posts

Estate Planning 101: Because Life Isn’t the Only Thing That Needs Planning

The Prosperity People
November 7, 2022
Blog posts
Estate Planning 101: Because Life Isn’t the Only Thing That Needs Planning

You’ve set up your initial Prosperity Plan and are trying it on for size. But there’s one piece of a financial plan in particular that tends to get put on the back burner: the estate plan.

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The Prosperity People
October 20, 2022
Noteworthy News

Noteworthy News

The Prosperity People
October 20, 2022
Noteworthy News
Noteworthy News

We've scoured the internet so that you don't have to. Consider this our monthly roundup of relevant news articles to support your pursuit of prosperity.

Comment
Mackey McNeill
October 20, 2022
Recipes

Recipes from Red Sunflower Farm

Mackey McNeill
October 20, 2022
Recipes
Recipes from Red Sunflower Farm

I recently celebrated my 27th anniversary with my husband, Barry. In true McNeill-Schlimme fashion, we celebrated farm-style with a farm-to-table meal: green beans, potatoes, and ham served alongside cornbread. And for dessert? Persimmon pudding.

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The Prosperity People
October 20, 2022
Blog posts

I Have a Financial Plan…Now What?

The Prosperity People
October 20, 2022
Blog posts
I Have a Financial Plan…Now What?

All too often, individuals are eager to draw up a financial plan, but after mapping out the basics with a financial advisor, the client files the plan away and it sits — collecting physical (or digital) dust.

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Andy Pulsfort
October 20, 2022
You Oughta Ask

You Oughta Ask with Andy Pulsfort

Andy Pulsfort
October 20, 2022
You Oughta Ask
You Oughta Ask with Andy Pulsfort

Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.

Comment
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The Prosperity People, LLC (“Prosperity People”) and Mackey, LLC (“MACKEY”) are separate but affiliated companies.  MACKEY provides accounting and consulting services and works collaboratively with Prosperity People – a registered investment adviser – in the provision of professional services to organizations.  When either of these entities engages with a client, nothing therein induces or prescribes liability for the other legal entity unless such other legal entity is specifically engaged by the client.

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