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Discover a Fulfilling Retirement and Embrace Your New Chapter

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 might even impact your longevity. A 2001 study by the Social Security Administration Division of Economic Research highlights a potential link between early retirement and higher mortality rates, emphasizing the significance of careful planning and thoughtful preparation for the post-work phase of life.

As this pivotal juncture approaches, two crucial questions should

Posted on September 1, 2023 0
blog, News, Retirement Planning

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 about the wolf. But not all of the little pigs took the warning to heart, and so came the straw, stick, and brick houses with some huffin’ and puffin’, and they all lived happily ever after. But not all

Posted on August 25, 2023 0
blog, News, Retirement Planning

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. The secret to achieving financial success and happiness lies in aligning your financial goals with your life’s purpose (not achieving some number at the end of a statement), a concept that’s simpler and yet more profound than you might think. This can seem overwhelming at

Posted on August 18, 2023 0
Firm News, News

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 a NAPFA member who has established a record of encouraging, motivating, and engaging others in reaching their full professional potential.

Adding to the list of her many other accomplishments, this award is a true testament to Jessica’s contribution not only to our team, but

Posted on April 24, 2023 0
blog, Investment Planning, News

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 to rising interest rates.  There are larger problems than rate exposure at the banks, however it is unclear if these problems would have been exposed without higher rates.  By and large, the banking system is well capitalized and lending standards have been

Posted on March 27, 2023 0
blog, News


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, we have a “gratefulness session” and share at least one thing for which we are grateful. Today I

Posted on March 13, 2023 0
Firm News, News

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 looking forward to you having the opportunity to do so.

Prior to his career change to financial planning, Erik worked as an engineer for the Department of Defense and brings a wealth of skills to the Longview team with his unique analytical

Posted on January 24, 2023 0
blog, Charitable Planning, Education Planning, Estate Planning, Investment Planning, News, Philanthropic Planning, Retirement Planning, Tax Planning

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 United States. The Federal Government funding bill (which is over 4,000 pages long!) includes provisions from the prior proposed Setting Every Community Up for Retirement Enchantment (SECURE) Act 2.0 that will significantly change the way Americans save from retirement.

With that, let’s review some of those changes – specifically the

Posted on January 3, 2023 0