Prosperity Planning Inc. April 4, 2022 How Market Cycles Can Impact Retirements Prosperity Planning Inc. April 4, 2022 Sequence of returns can play a role in your overall portfolio.
Dan Reiter, CFP®, CPA April 1, 2022 Personal Finance Value Driver Series #2: Planning and Core Purpose and Values Dan Reiter, CFP®, CPA April 1, 2022 Personal Finance Planning to increase your company’s value should include identifying business values and purpose. Here’s what to consider.
Dan Reiter, CFP®, CPA March 1, 2022 Personal Finance Value Driver Series #1: An Introduction Dan Reiter, CFP®, CPA March 1, 2022 Personal Finance Most business owners focus heavily on growth, but they often ignore the key value drivers that buyers seek.
Cindy Richey, CFP®, CDFA® February 14, 2022 Divorce When She Earns More: Divorce Considerations for High-Income Women Cindy Richey, CFP®, CDFA® February 14, 2022 Divorce What happens in divorce when a woman makes more money? If you face this situation, here are tips to help you through the divorce process.
Dan Reiter, CFP®, CPA February 1, 2022 Business Planning How Much Do I Need to Sell My Business For? Dan Reiter, CFP®, CPA February 1, 2022 Business Planning Here are three questions you should ask before you sell your company.
Prosperity Planning Inc. January 24, 2022 Company Announcements Prosperity Planning’s Rachael Graf Earns Master of Business Administration Prosperity Planning Inc. January 24, 2022 Company Announcements Rachael Graf, CFP®, a Financial Advisor with Prosperity Planning in Kansas City, MO, graduated from UMKC in December 2021 with an MBA.
Prosperity Planning Inc. January 3, 2022 Company Announcements Prosperity Planning’s Colten Honigman Earns CFP® Designation Prosperity Planning Inc. January 3, 2022 Company Announcements Colten Honigman, an Associate Financial Advisor at Prosperity Planning in Kansas City, MO, has earned the highly regarded CERTIFIED FINANCIAL PLANNER™ designation.