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Recent Blogs
What’s Shaping Today’s Economy: Insights from Our Call with Marci Rossell
This call was hosted by Prosperity Planning, a Registered Investment Advisor. Marci provided her…
A Conversation with Esther George: Perspectives on Today’s Economic Landscape
Prosperity Planning recently hosted a conversation with Esther George, former president of the…
Economic Update With Marci Rossell- Call Recap
This call was hosted by Prosperity Planning, a Registered Investment Advisor. Marci provided her…
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…