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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

Should You Be Worried About Recent Market Turbulence?

8 MIN READ
Lauren Williams here, and i nstead of preparing our typical market update reviewing last month’s data, I felt it would be a good time to address the current market volatility.

ProsperPlan Wealth Expands with New Offices in Gold River and Roseville, California

2 MIN READ
Business Insider – Gold River, California, United States ProsperPlan Wealth , founded by former Allworth Financial advisors Lauren Williams, CFP®, CRPC®, MBA, and Chris Grellas, CFP®, MSFA, recently announced the establishment of new headquarters in Gold River

2025: A Strong Start or a Bumpy Ride?

6 MIN READ
The start of the year has certainly been interesting, with market turbulence and a constant stream of headlines adding to the sense of uncertainty.

IRS Announces Jan. 27 Start to 2025 Tax Filing Season

7 MIN READ
Did you know that the first U.S. income tax law was passed in 1861 to fund the Civil War? Back then, the tax rate for high earners was a comparatively manageable 3%, and the entire tax-payer instruction pamphlet was only four pages long.

Looking Back at December and an Engaging Look Ahead to 2025

6 MIN READ
Happy 2025 from your team at ProsperPlan Wealth! A quick note before I begin, f or additional news, updates and information about investing, retirement, the economy, or your relationship with ProsperPlan Wealth, please friend us on Facebook or follow us on X .

A Year of Purpose, Progress, and Prosperity

5 MIN READ
Reflecting on Growth As 2024 comes to an end, we at ProsperPlan Wealth want to take a moment to thank you for being the foundation of our shared journey.
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