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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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Retirement Planning for Kaiser Permanente Employees

4 MIN READ

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).

What Our Research Says About Where Social Security Is Headed

5 MIN READ
Here’s something our clients who have yet to retire often ask: “Will Social Security be there when I stop working?” Does that sound like something you’ve wondered?

Why We’re Bullish on Remaining Neutral and What You Should Look for Next

7 MIN READ
In response to our last newsletter, a long-time client wrote to me with an entertaining version of a serious question (and one that I think may be on your mind): “ With tariffs rising, talk of a possible recession, and the stock market behaving like it skipped
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