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Recent Blogs
One Big Beautiful Bill Act (OBBBA) – Significant Tax Changes in Summary
Dan Reiter, CFP®, CPA
Planning for Long-Term Care After Divorce
After a divorce, especially divorce after 50, long-term care planning is critical. Chronic health…
Life Insurance After Divorce
Navigating the world of life insurance can feel overwhelming, especially after a major life event…
Recap of Our Call with Economist Marci Rossell on March 31st
This call was hosted by Prosperity Planning, a Registered Investment Advisor. Marci provided her…
Taxes After Divorce: Common Tax Savings Strategies
Navigating the financial landscape after a divorce can be daunting, especially when it comes to…
Post Divorce Checklist: Steps to Take Once Your Divorce is Finalized
You have just signed your final divorce decree, memorializing an end to what was likely a long and…
Divorcing With a Business or Private Investments: Key Financial Considerations
Divorce is rarely simple, but when business ownership and private investments are involved, the…
Divorce and Pension Plans – Valuation and Planning
Pension plans, particularly defined benefit plans, present unique valuation and division…