Category: Company Retirement Plans

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

6 MIN READ
Strong GDP, resilient jobs, steady spending, and Fed policy has kept the economy moving forward.

Average 401(k) Balance At 50: Are You On Track For Retirement?

7 MIN READ
See how your savings compare to the average 401k balance at 50 and learn what steps can help you stay on track for retirement.

Solo 401(k): The Retirement Plan Built for Business Owners Who Wear Every Hat

4 MIN READ
Solo 401k plans offer powerful tax advantages. Learn how they work, who qualifies, and how to maximize your retirement savings.

Retirement Planning for Kaiser Permanente Employees

8 MIN READ
Your Kaiser Retirement Plan has more options than you think. Learn how to avoid common mistakes and make smarter decisions before retiring.

Financial Planning for Business Owners in Their 50s & 60s: A Smarter Strategy for 2026

8 MIN READ
Financial planning for business owners goes beyond profits. Learn how to manage risk, reduce taxes, and build personal wealth outside your business.

What Is a GOOD Retirement Monthly Income in 2026

10 MIN READ
Is your retirement monthly income enough to last? Learn how to structure withdrawals, investments, and benefits for long-term stability.

Average Retirement Savings by Age in the U.S.

9 MIN READ
See how your savings compare with average retirement savings by age and learn what adjustments can help you stay on track for retirement.

Financial Planning for Business Owners in Their 50s and 60s

6 MIN READ
Helping you orchestrate a high-impact “final sprint” by turning your business equity into a reliable, tax-efficient retirement paycheck.

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.

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 .
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