Blog posts
Kelley C. Long
Should You Open a Trump Account for Your Child?

The new Trump account, formally a Section 530A account, has raised a lot of questions for families with young children or grandchildren. How does it fit in with 529 accounts and Roth IRAs?

Should You Open a Trump Account for Your Child?
Blog posts
The Prosperity People
What Does Prosperity Really Mean To You?

We spend decades chasing it, measuring it, comparing it, and doubting whether we've reached it — yet most of us have never stopped to ask a deceptively simple question: What does prosperity actually mean to me?

What Does Prosperity Really Mean To You?
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

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.