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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

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.

Financial Planning for Small Business Owners: 2025 Solo 401(k) Guide

4 MIN READ
Before I get started examining the benefits of Solo 401(k)s, are you looking for additional news, updates and information about investing, retirement, the economy, and your relationship with ProsperPlan Wealth?

Aligning Values, Wealth, and Legacy This Thanksgiving

6 MIN READ
Almost no matter where you live, November brings, not only a season of gratitude, but also a crucial time for financial decisions that will shape your future.
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