Category: Financial Experts

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?

Market Psychology: Why Investors Make Bad Decisions

7 MIN READ
Those of us who make our careers as fiduciary advisors are experienced at remaining dispassionate about the ups and downs of the markets.

10 Subtle Signs That You Are Ready to Retire

7 MIN READ
Retirement readiness is easier to judge by your habits than by your age. This article walks through ten signs that show up when someone is genuinely close, covering what you know about your spending, where your income will come from, how your debt and healthcare are handled, and what your portfolio looks like once growth stops being the goal. It ends with the questions clients ask most, including whether one or two million dollars is enough.

Trump Accounts: What They Are, How They Work, and Whether One Makes Sense for Your Child

12 MIN READ
Move past the headlines and get guidance on how to supercharge these accounts through employer contributions and a perfectly timed “Roth conversion strategy” at age 18.

Secrets of the Mega Backdoor Roth

9 MIN READ
Many high earners overlook the Mega Backdoor Roth. Learn how to maximize contributions and build tax-free retirement income.

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.

9 Financial Moves To Make In Your 50s and 60s Before Retirement

7 MIN READ
The right financial moves can improve your future fast. Learn key steps to reduce taxes, grow savings, and stay on track this year.

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.

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.