Economic Update With Marci Rossell- Call Recap
Nov 11, 2025
This call was hosted by Prosperity Planning, a Registered Investment Advisor. Marci provided her own analysis and views on the economy, and her
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One Big Beautiful Bill Act (OBBBA) – Significant Tax Changes in Summary
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Dan Reiter, CFP®, CPA
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After a divorce, especially divorce after 50, long-term care planning is critical. Chronic health problems become more common as we age and are more
Life Insurance After Divorce
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Navigating the world of life insurance can feel overwhelming, especially after a major life event like divorce. With a plethora of policy types and
Recap of Our Call with Economist Marci Rossell on March 31st
Apr 9, 2025
This call was hosted by Prosperity Planning, a Registered Investment Advisor. Marci provided her own analysis and views on the economy and her
Taxes After Divorce: Common Tax Savings Strategies
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Navigating the financial landscape after a divorce can be daunting, especially when it comes to taxes. The shift from joint to individual filing,
Post Divorce Checklist: Steps to Take Once Your Divorce is Finalized
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You have just signed your final divorce decree, memorializing an end to what was likely a long and emotionally draining process. However, the work is
Divorcing With a Business or Private Investments: Key Financial Considerations
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Divorce is rarely simple, but when business ownership and private investments are involved, the complexities multiply. Unlike dividing household
Divorce and Pension Plans – Valuation and Planning
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Pension plans, particularly defined benefit plans, present unique valuation and division considerations during divorce. Understanding these
Divorce and Estate Planning: Essential Updates Post-Divorce
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Estate planning, often misconstrued as a privilege of the wealthy, is a necessity for anyone seeking to secure their assets and ensure the well-being