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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.

IRS Tax Filing 2027: How to Prepare Now for Your 2026 Tax Year Return

11 MIN READ
Don’t wait until the last minute. IRS tax filing 2026 comes with deadlines and changes that could impact your return and tax strategy. Learn how.

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.

How to Respond to Market Turbulence

4 MIN READ
Before I begin October’s important Monthly Market Update, “How to Respond to Market Turbulence,” let me remind you that turbulence is entirely normal and a part of the investing process.
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