The Wampum Wealth Journal brings together practical ideas on investing, retirement, family wealth, estate planning, workplace plans, and the financial decisions that shape real lives.
New articles appear here automatically from the Longhouse blog feed.
Estate planning is more than documents. Learn how Longhouse works alongside clients and their estate attorneys to help coordinate the financial side of carrying out a plan.
Read ArticleA practical starting point for choosing accounts and building financial habits for the next generation.
A look at plan options, fees, fiduciary clarity, employee education, and owner planning.
Important considerations for workers deciding what to do with a workplace retirement plan after a plant closure.
Ideas for staying active, connected, and engaged in retirement without needing to spend a lot of money.
A seasonal review of budgeting, tax planning, investment strategy, and year-end financial priorities.
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New posts are pulled from the Longhouse blog feed. Older articles reflect their original publication date; market information, tax rules, services, and links within archived posts may have changed.
Use the journal to learn. Use these resources when you are ready to go a little deeper.
A practical introduction to investing and building a financial foundation.
Open the GuideExplore how Longhouse helps families open, fund, and understand investment accounts for children and grandchildren.
Explore NextGenArticles are educational. Your financial life is personal. We can help you connect the two.
Explore Private WealthReceive insights on investing, retirement planning, family wealth, fixed income, and workplace retirement plans.
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Articles can raise useful questions. Start with a 15-minute phone call with Dean Ferraro to discuss your situation and the next step. Dean will call the number you provide when booking.
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