One Big Beautiful Bill Act (OBBBA) – Significant Tax Changes in Summary
Jul 8, 2025
Dan Reiter, CFP®, CPA
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Planning for Long-Term Care After Divorce
May 19, 2025
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
May 14, 2025
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
Apr 4, 2025
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
Apr 2, 2025
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
Mar 14, 2025
Divorce is rarely simple, but when business ownership and private investments are involved, the complexities multiply. Unlike dividing household
Divorce and Estate Planning: Essential Updates Post-Divorce
Mar 14, 2025
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
How to Prepare for a Divorce: Organize Assets and Liabilities
Mar 10, 2025
In divorce, the process of identifying and organizing your assets and liabilities can be an overwhelming experience, particularly if you weren't the
Divorce and Debt: General Financial Considerations
Mar 10, 2025
The division of debts is often one of the most contentious aspects of a divorce. Whether you reside in an equitable division state or a community
Financial Considerations for Dividing Assets in Divorce
Mar 10, 2025
Divorce is rarely easy, and the division of assets can be one of the most complex and emotionally charged aspects of the process. Understanding the