Category: Financial Planning

How is the economy currently holding up?

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.

After the Rate Cut: How ProsperPlan is Rebalancing Portfolios for the New Era of AI

6 MIN READ
About the author: Lauren Williams, CFP®, CRPC®, MBA, is the co-founder of ProsperPlan Wealth and a fiduciary wealth advisor with nearly two decades of experience.

Why You Must Speak with Younger Family Members about Money

7 MIN READ
Emotion. Fear of judgment. Complexity. Cultural taboos. Privacy concerns. There are few topics that reveal our idiosyncrasies as dramatically as money.

Your Essential Big Beautiful Bill Questions Answered

8 MIN READ
The recently passed One Big Beautiful Bill Act (OBBBA) is a massive piece of legislation that impacts practically every area of public policy and governance, including taxes, healthcare, education, immigration, energy, and estate law.

The Struggle of Market Psychology: Volatility, Fear, and the Path Forward

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.

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.

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.

What a Sacramento fiduciary financial advisor says about spending.

3 MIN READ
From our retirement planning headquarters in Gold River, California, here’s a question that seems like it would be easy to answer: Should you spend more or save more? But my reply is more nuanced about which is better and why.