Blog—Financial Advisor Missouri | Prosperity Planning, Inc. (8)

Recent Blogs

Value Driver Series #3: Strengths, Weaknesses, Opportunities, and Threats

May 17, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA Planning In Value Driver Series #2: Planning and Core Purpose and Values, we describe the importance of having core

Building Your Business Exit Advisory Team

Apr 15, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA Selling a business is a complex endeavor with numerous moving pieces and legal, tax, and financial implications.

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:

Value Driver Series #2: Planning and Core Purpose and Values

Apr 1, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA Planning is a broad term to describe several aspects of a business. In brief, though, the planning function helps

Business Value Driver Series #1: An Introduction

Mar 1, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA There are several approaches to valuing a privately held business, but at their core, most methods to measure

When She Earns More: Divorce Considerations for High-Income Women

Feb 14, 2022

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

How Much Do I Need to Sell My Business for?

Feb 1, 2022

Dan Reiter, CFP®, CPA, CVGA, CExP Selling your business will likely be the single largest financial event of your life. However, you can limit an

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

The Integrated Nature of Succession Planning and Business Continuity

Dec 15, 2021

Dan Reiter, CFP®, CPA, CExP, CVGA What Is Succession Planning, and When Should You Start? Succession planning is the act of planning for the

Assembling Your Legal and Financial Dream Team When Facing Divorce

Nov 15, 2021

Cindy Richey, CFP®, CDFA® When high-net-worth couples decide to divorce, the first thing they think is, “I need a good attorney.” In working with

Is Now the Right Time to Sell Your Business to Avoid Potential Tax Increases?

Oct 1, 2021

Dan Reiter, CFP®, CPA The goal to pay less tax is a universal goal shared by all. In all the conversations I have had with clients in all the years I

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