Day: November 3, 2025

Retirement Planning for Kaiser Permanente Employees

4 MIN READ
Retire confidently with expert financial planning for Kaiser Permanente employees. From pensions to 401(k)s and retiree medical benefits, ProsperPlan Wealth guides you through every step, including tax-planned income.

The Essentials of High-Net-Worth Liquidity Planning

4 MIN READ
Many great savers lack consistent cashflow. From our office in Gold River, California, ProsperPlan co-founder, fiduciary financial advisor Lauren Williams, MBA, CFP, details how to improve cashflow without tapping hurting your portfolio.

How is the economy currently holding up?

6 MIN READ
Lauren Williams, financial expert, breaks down why no recession has been called in August 2025 covering strong GDP, resilient jobs, steady spending, and Fed policy that’s keeping the economy moving forward.

How Many Savings Accounts Should You Have in 2025?

3 MIN READ
Discover the best savings accounts, from high-yield savings to money market options. Learn how FDIC limits protect your funds, how to automate transfers for goal tracking, and why using multiple accounts can improve security and efficiency.