Category: News
Thinking about retirement?
The decision to retire encompasses more than just financial considerations; it profoundly influences your overall well-being. Surprisingly, the timing of your retirement...
I’ll Huff and I’ll Puff and I’ll Blow Your House Down
We all know the story of the Three Little Pigs. Those three boys had mooched off of Mama Pig long enough, and she told them to hit the road. Like any good Mama, before their departure she warned them...
Putting Life First in Financial Planning
Before you dive into the numbers and spreadsheets of financial planning, you have to know where you are going. When you put Life First in your financial planning, you prioritize life before money....
Jessica Hovis Smith named recipient of the 2023 NAPFA Inspiring Leader Award
We are absolutely thrilled to share with you all that our President, Jessica Hovis Smith, has been named the recipient of the 2023 NAPFA Inspiring Leader Award!
The award is presented annually to...
How the Banking Failures Unfolded
I am sure you, like me, have been watching the unfolding events in the banks over the last couple of weeks with a level of apprehension. At the heart of the issue is the banking system’s exposure...
Gratitude
As I begin to prepare for our first company offsite of the year, I find myself grateful. Gratefulness is a personal core value, but it is also a value our team shares. In fact, every Monday,...
Erik Buatte Joins Longview Team
Even though he’s been with us for a few months now, we’re very excited to introduce you to the newest member of our team, Erik Buatte. If you haven’t had the chance to meet him yet, we’re...
SECURE Act 2.0: An Overview
“Change is the only constant in life.” This phrase – attributed to Greek philosopher Heraclitus – is particularly relevant when it comes the recent changes to retirement savings in the...
Fear Factor
When I say ‘fear factor,’ I’m not talking about that old American television game show from the early 2000s where contestants blindly stuck their hands in boxes of spiders *shiver*,...
Longview’s Ribbon Cutting & Open House
Drop in on Thursday, June 9th from 4:00 -6:00 pm for our ribbon cutting and open house. We’d love to show you our new place! Details of the event can be found below: