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I sold my business and I STILL can’t retire??!

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

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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Monthly News

May 2019

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

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

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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