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Recent Blogs
Health Insurance Before Medicare: What Early Retirees Should Know
Dan Reiter, CFP®, CPA, CDFA®, Retiring before age 65 offers the freedom to enjoy life on your…
Retirement Tax Strategies: What to Consider Before and After Social Security
Dan Reiter, CFP®, CPA, CDFA®, Retirement can change more than where your income comes from — it can…
Do Retirement Withdrawals Affect Taxes on Social Security? Why Your Income Sources Matter
Dan Reiter, CFP®, CPA, CDFA®, Retirement income often comes from multiple sources, including Social…
How Is Social Security Taxed in Retirement? What Retirees Should Know
Dan Reiter, CFP®, CPA, CDFA®, Many pre-retirees assume taxes become simpler once paychecks stop and…
How Market Cycles Can Impact Retirement: Understanding Sequence of Returns Risk
Ryan Walker, CFP® Market cycles are a natural part of an investor's experience. While every…
Second Quarter 2026 Economic & Market Review
Dan Reiter, CFP®, CPA, CDFA® As we move into the second half of the year, the economy continues to…
Divorce and Pension Plans: Valuation, Division, and Financial Planning Considerations
Pension plans are often among the most valuable—and most complicated—assets to divide during a…
What is IRMAA? How Retirement Income Can Increase Medicare Premiums
Dan Reiter, CFP®, CPA® Many retirees assume healthcare costs become more predictable once they…
Divorce Advice for Women: Financial Considerations When She Earns More
Cindy Richey, CFP®, CDFA® Divorce is a seismic life event for men and women. Even under the best of…
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…