Kelley Long, CPA/PFS, CFP®

What To Do If You Made Too Much To Contribute To Your Roth IRA Last Year

Are You Making This Subconscious Investing Mistake With Your 401(k)?

How to Find the Best Tax Preparer for Your Situation

The 6 Step Plan to Set Your 2021 Goals

Why You Should Put the Max in Your HSA Before Putting More in Your 401(k)

This Hack Can Help You Find Hundreds Of Dollars Each Month

How Women Can Get More Confident About Investing

Four Ways Women Can Own Their Financial Power

The Investing Risks You’re Probably Not Thinking About

What Should You Consider When Investing Your HSA?

How to Do a Spending Cleanse

What I Really Want for Christmas This Year

4 Offbeat Hacks To Keep Your Holiday Spending In Check

5 seasonal job ideas to earn extra cash for the holidays

You’re probably using your HSA all wrong

What To Do If You Made Too Much To Contribute To Your Roth IRA Last Year

Here are your choices if you contributed to a Roth IRA then found out you're ineligible for contributions because you made too much money the same year.

Are You Making This Subconscious Investing Mistake With Your 401(k)?

Get our tips to ensure you’re not just picking your 401(k) investments based on where they fall on the list of funds you have to choose from.

How to Find the Best Tax Preparer for Your Situation

Learn how to find the best tax preparer for your personal situation - not all tax preparers are created equal, but also not everyone needs a CPA.

The 6 Step Plan to Set Your 2021 Goals

Recognizing how far you’ve come, even if you’re not quite where you want to be yet, is important to keeping you on the path to the life of your dreams.

Why You Should Put the Max in Your HSA Before Putting More in Your 401(k)

Why you should contribute the HSA max before funding your 401(k) or other retirement account beyond an employer’s match. HSA Contribution Limits 2020.

This Hack Can Help You Find Hundreds Of Dollars Each Month

We have tips to help you save money each month on groceries. Then take that extra money and put it in your savings account. You'll find it adds up fast!

How Women Can Get More Confident About Investing

Women are often not as confident at making investment choices as men. Read our tips to help women be more confident about investing.

Four Ways Women Can Own Their Financial Power

From eliminating debt to getting confident about investing to using HSAs, there are four steps women can take to own their financial power.

The Investing Risks You’re Probably Not Thinking About

There are three kinds of risk to which investments are subjected: market risk, inflation risk, and emotional risk. Learn about these risks in our article.

What Should You Consider When Investing Your HSA?

A few things you might not know about investing in your HSA.

How to Do a Spending Cleanse

A spending cleanse helps you become aware of spending habits that may be getting in the way of your goals. Here's how to do it.

What I Really Want for Christmas This Year

When I’m asked for my wish list, I confess that instead of thinking of presents, I wax idealistic and think in terms of what I would want if it weren’t for that pesky reality issue.

4 Offbeat Hacks To Keep Your Holiday Spending In Check

If shopping for the holidays puts you at risk for a spending spree, here are a few offbeat tricks to help keep it in check.

5 seasonal job ideas to earn extra cash for the holidays

This time of year can get expensive, but you can offset the extra spending with one of these ideas to earn some extra cash with a seasonal part-time job.

You’re probably using your HSA all wrong

Your HSA can be hugely impactful on your long-term financial plan and could even enable you to retire earlier than you think. Make sure you're not making these common mistakes.