Blog posts
Kelley C. Long
How a QCD Can Lower Your Tax Bill

Making a qualified charitable distribution from your IRA goes beyond just satisfying your RMD - it can also keep your Medicare premiums lower and reduce taxation of your Social Security.

How a QCD Can Lower Your Tax Bill
Blog posts
The Prosperity People
Back to School Budgeting

With the average family spending over $800 or more on back-to-school shopping, it's easy for costs to spiral out of control. The good news? With a little planning and a few smart strategies, you can set your kids up for a great school year — without breaking the bank.

Back to School Budgeting
Blog posts
Kelley C. Long
What to Do If You're Named a Trustee

Being named trustee of a loved one’s estate is an honor as well as a job. It comes with legal obligations, tax deadlines, fiduciary duties and possibly family dynamics. Here’s what to do if you find yourself in this role.

What to Do If You're Named a Trustee
Recipes
The Prosperity People
Mackey's Basil Blackberry Crumble

This unexpected pairing of blackberries and fresh basil is the ultimate summer dessert. A perfect sweet treat for your July 4th celebration.

Mackey's Basil Blackberry Crumble
Blog posts
The Prosperity People
Beyond Wealth Accumulation

More people are redefining what financial success looks like – moving away from the relentless pursuit of bigger number toward something that actually feels good. Here’s what’s driving the change, and why it matters.

Beyond Wealth Accumulation

Caring For Someone With Dementia Or Alzheimer's? You Are Not Alone

Caring For Someone With Dementia Or Alzheimer's? You Are Not Alone

There's a particular kind of exhaustion that comes with caring for someone with dementia or Alzheimer's — one that isn't just physical, but emotional, cognitive, and deeply personal. You may be grieving someone who is still here. You may be making decisions under pressure that no one ever prepared you to make. You may have stopped asking for help because explaining the situation feels harder than just handling it yourself.

If any of this sounds familiar, this piece is for you.