Blog—Financial Advisor Missouri | Prosperity Planning, Inc.

Recent Blogs

"How Much Do I Need to Retire?" What Rules of Thumb Can and Can't Tell You

Oct 30, 2026

Ryan Walker, CFP® Many people approaching retirement eventually ask: “Have I saved enough?” You may have heard ideas like $1 million is enough, or

Keeping Your Investment Strategy on Track Through the Midterm Elections

Oct 29, 2026

Ryan Walker, CFP® With the 2026 midterm elections approaching, investors may naturally wonder what the results could mean for the stock market.

What to Ask a Financial Advisor: 12 Questions to Find the Right Fit

Oct 14, 2026

Ryan Walker, CFP® Choosing a financial advisor means finding someone you trust to help you make important financial decisions. But how do you know if

Health Insurance Before Medicare: What Early Retirees Should Know

Sep 29, 2026

Dan Reiter, CFP®, CPA, CDFA®, Retiring before age 65 offers the freedom to enjoy life on your terms, but it introduces a major financial variable:

Retirement Tax Strategies: What to Consider Before and After Social Security

Sep 17, 2026

Dan Reiter, CFP®, CPA, CDFA®, Retirement can change more than where your income comes from — it can also change when and how that income is taxed.

Do Retirement Withdrawals Affect Taxes on Social Security? Why Your Income Sources Matter

Sep 4, 2026

Dan Reiter, CFP®, CPA, CDFA®, Retirement income often comes from multiple sources, including Social Security, 401(k)s and IRAs, pensions, and

How Is Social Security Taxed in Retirement? What Retirees Should Know

Aug 28, 2026

Dan Reiter, CFP®, CPA, CDFA®, Many pre-retirees assume taxes become simpler once paychecks stop and Social Security begins. But retirement income

How Market Cycles Can Impact Retirement: Understanding Sequence of Returns Risk

Aug 7, 2026

Ryan Walker, CFP® Market cycles are a natural part of an investor's experience. While every investor experiences periods of market growth and

Second Quarter 2026 Economic & Market Review

Jul 14, 2026

Dan Reiter, CFP®, CPA, CDFA® As we move into the second half of the year, the economy continues to demonstrate resilience. Employment remains strong,

Divorce and Pension Plans: Valuation, Division, and Financial Planning Considerations

Jul 2, 2026

Pension plans are often among the most valuable—and most complicated—assets to divide during a divorce. Unlike checking accounts or investment

What is IRMAA? How Retirement Income Can Increase Medicare Premiums

Jun 16, 2026

Dan Reiter, CFP®, CPA® Many retirees assume healthcare costs become more predictable once they enroll in Medicare. But for higher-income retirees,

Divorce Advice for Women: Financial Considerations When She Earns More

Jun 4, 2026

Cindy Richey, CFP®, CDFA® Divorce is a seismic life event for men and women. Even under the best of circumstances, both sides usually feel anxious

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