Category: Company Retirement Plans

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

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?

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.

Eight Reasons the U.S. Economy Remained Resilient in 2025

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 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 .

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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