Why You'll Need an Advisor Team
Sep 14, 2022
Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an
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Creating Value in Your Business to Get Top Dollar When You Leave It
Sep 14, 2022
Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What
Fundamentals of Exit Planning
Aug 1, 2022
By: Debbie Small, Senior Mergers & Acquisition Broker with Apex Business Advisors The vast majority of business owners NEVER strategically plan their
Live Conference Call with Economist Marci Rossell, Ph.D.
Jun 9, 2022
On Wednesday, June 1st, Prosperity Planning hosted a live conference call with economist Marci Rossell, Ph.D. Marci engages audiences nationwide,
Dan Reiter, CFP®, CPA, Named to InvestmentNews 2022 40 Under 40 List
Jun 7, 2022
KANSAS CITY, Mo.—June 13, 2022—Prosperity Planning, Inc., announced today that InvestmentNews has recognized firm Partner and Wealth Manager Dan
Prosperity Planning’s Alyssa Hon Awarded CFP® Certification
May 22, 2022
The certification expands the financial planning role Hon can provide to clients. Prosperity Planning, Inc., announced today that Associate Financial
Getting (Mentally) Ready to Retire
Apr 13, 2022
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the
How Market Cycles Can Impact Retirements
Apr 4, 2022
A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few:
Prosperity Planning’s Colten Honigman Earns CFP® Designation
Jan 3, 2022
The CERTIFIED FINANCIAL PLANNER™ mark is one of the highest-regarded certifications in the industry. KANSAS CITY, Mo.—December 22, 2021—Prosperity