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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.

What Recent Market Turbulence Means for Your Portfolio

8 MIN READ
Volatility is part of the natural cycle of investing, even though it rarely feels comfortable in the moment. We expect markets to remain choppy in the near term, but we are navigating this period with steady hands and a focus on long-term outcomes.

ProsperPlan Wealth Expands in Gold River and Roseville

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

What Early Market Volatility Could Mean for 2025

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.

December Market Recap and the Economic Outlook for 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 .

Reflecting on 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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