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Retirement and Wealth Planning Insights

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

How Is the Economy Holding Up? A 2025–2026 State-of-the-Economy Update

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 to Build Wealth Without Sacrificing Financial Flexibility

6 MIN READ
Through thoughtful liquidity planning, such as forecasting, tax strategy, borrowing, and intentional asset management, learn how you can turn paper wealth into real financial flexibility, confidence, and freedom.

How to Prepare for Your First Meeting With a Financial Planner

5 MIN READ
Preparing for your first meeting with a financial planner doesn’t mean having everything perfectly organized, it means showing up ready to start an honest conversation about your goals.

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.

Turn Your Net Worth Into More Flexible Cash Flow

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 Many Savings Accounts Do You Really Need?

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.

How to Have Better Money Conversations Across Generations

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