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Recent Blogs
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…
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…