Why We LOVE LOVE HSAs

Why We LOVE LOVE HSAs

By:  Michael Lipsey, CFP®, AIF®  Imagine that you can deposit money into an account that: Gives you a tax deduction May reduce your FICA (Social Security) taxes Grows tax free and may generate tax free distributions Might be set up with money from your employer Can...
What is “Wealth”?

What is “Wealth”?

By: Kirk Licata, CFP® LongView Wealth Management. There’s that “Wealth” word again. What comes to mind when you hear the word “wealth”? Do you picture mansions, yachts, luxury cars, and designer wardrobes? How about the term “wealthy”? Certainly, all millionaires and...
September 2017

September 2017

LongView is proud to announce that Amy Greenway, CFP® has joined our Madison office as a financial advisor. Prior to joining LongView, Amy spent 18 years with Edward Jones.  We are all excited to welcome Amy to the LongView family.   Wes Bigler, Michael Lipsey,...
June 2017

June 2017

Wes Bigler and Michael Lipsey attended the 2017 Cambridge Premier Club Conference, held June 11 – 14 in Vancouver, British Columbia. The Premier Club Conference is an annual event honoring Cambridge’s top Advisors.  Jennifer Stewart, Karol Abernathy, and Jonathon...