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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 ProsperPlan Is Rebalancing for the Next 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.

How the One Big Beautiful Bill Could Affect Your Finances

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 Belongs in Your Retirement Travel Plans

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 the Research Says About Social Security’s Future

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 Are Staying Neutral in an Uncertain Market

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

What Tariffs Could Mean for the Economy and Your Portfolio

7 MIN READ
Despite a busy news cycle, we hope this message finds you well.
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