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Retirement and Wealth Planning Insights, Stories, and Articles

Practical, easy-to-follow guidance on retirement, taxes, investing, and the decisions that shape your financial future.

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Trump Accounts: What They Are, How They Work, and When They Makes Sense for Your Legacy

7 MIN READ

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?

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.

Why You Must Speak with Younger Family Members about Money

7 MIN READ
Emotion. Fear of judgment. Complexity. Cultural taboos. Privacy concerns. There are few topics that reveal our idiosyncrasies as dramatically as money.

After the Rate Cut: How ProsperPlan is Rebalancing Portfolios for the New Era of AI

6 MIN READ
About the author: Lauren Williams, CFP®, CRPC®, MBA, is the co-founder of ProsperPlan Wealth and a fiduciary wealth advisor with nearly two decades of experience.

Your Essential Big Beautiful Bill Questions Answered

8 MIN READ
The recently passed One Big Beautiful Bill Act (OBBBA) is a massive piece of legislation that impacts practically every area of public policy and governance, including taxes, healthcare, education, immigration, energy, and estate law.

Why Travel Insurance is My First Stop on Pre-Vacation

5 MIN READ
We have all sat through the details of our families’ and friends’ vacation photos (and they, in return, have seen ours). It’s a rite of passage (so to speak).
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