Blog posts
The Prosperity People
Financial Planning for Widows: Your First ...

A gentle, practical guide to financial planning for widows, from the first steps that truly matter to the decisions that can wait. For younger widows in NKY & Cincinnati.

Financial Planning for Widows: Your First Steps, When You're Ready
Blog posts
Kelley C. Long
Open Enrollment When Retirement is Near

If retirement is on the horizon, open enrollment might be your last chance to elect certain benefits that can go with you when you retire. Here’s what to know before you sign up.

Open Enrollment When Retirement is Near
Blog posts
The Prosperity People
Just Inherited Money? A Calm First-90-Days ...

Just inherited money and not sure what to do? A calm, plain-language checklist for what to do with inheritance money in your first 90 days, from securing documents to building a plan.

Just Inherited Money? A Calm First-90-Days Checklist
Podcasts
The Prosperity People
Money Isn't a Math Problem. It's a Story You ...

Our own Sarah Grace Mohr, CEO of MACKEY” talks openly about her own relationship with money on the podcast “Write Your Own Story” with Betsy Leonidas.

Money Isn't a Math Problem. It's a Story You Inherited
Blog posts
The Prosperity People
Making the Most of Your Employer Benefits

Most people leave money and value on the table simply because they never take a close look at their full benefits package. Open enrollment lasts a few days, the paperwork is dense, and it's easy to just carry over last year's choices. But a little attention here can be worth thousands of dollars a year.

Making the Most of Your Employer Benefits

Money Words Nobody Explains - Until Now

Money Words Nobody Explains - Until Now

Financial paperwork has a language all its own. Whether you're buying a house, filing taxes, or reading a credit card statement, you'll run into words that sound simple but hide real consequences if you don't understand them. Here's a breakdown of some of the most common financial terms, explained in plain English.