I sold my business and I STILL can’t retire??!
Written by: Kirk Licata, CFP® Having been raised in a family whose livelihood depended upon a small business, I know from personal experience the extent to which the successes or failures of such a business can become integrated into an individual or family’s...
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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...
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2019 First Quarter Investment Market Report: Will the Party Continue?
The long, painful market decline in the last month of 2018 seemed to promise more of the same for the new year of 2019, but at the end of the first quarter, the results couldn't have been more different. The U.S. market, measured by a variety of indices, posted its...
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Monthly News
May 2019
LongView was a sponsor and hosted a team at the 2019 Walk for Wishes, held May 4, at SunTrust Park. Walk for Wishes benefits the Make-A-Wish Foundation which helps create life-changing wishes for critically ill children. Because of the generosity and...
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April 2019
Longview Wealth Management is pleased to announce that Jennifer Stewart has been named Vice President and Managing Partner of the firm. Jennifer, a native of Madison, GA, began her career at LongView in 2004 as a summer intern. Upon her graduation from...
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March 2019
Sara McIntosh attended the Cambridge Women Advisors Forum, held March 17-19 in Fort Worth, Texas. Created to help diversify the financial industry, the conference provided a setting for women advisors to share ideas, connect and learn. On...
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