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Second Quarter In Review

Jul 9, 2025

One Big Beautiful Bill Act (OBBBA) – Significant Tax Changes in Summary

Jul 8, 2025

Dan Reiter, CFP®, CPA

Additional Resources

Doing some research on hiring a financial advisor? Here are some articles to help you understand the basics:

What is a NAPFA-registered financial advisor?
What is a fee-only financial advisor?
What is a fiduciary financial advisor?
What is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional?

What is investment management?
What is wealth management?
What is retirement planning?
What is financial planning?

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Investment advisory services offered through Prosperity Planning, Inc., a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.