Category: Investment Management

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.

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.

The Modern Essentials of Liquidity Planning for High-Net-Worth People

7 MIN READ
Without proper liquidity planning, you may be forced to sell assets at the wrong time. Learn how to stay prepared without hurting growth.

The SpaceX IPO: What We’re Telling Clients

8 MIN READ
SpaceX is targeting June 12 for the largest IPO in history. Here’s what the mechanics actually look like and how a fiduciary advisor would approach sizing and timing if it were their own money.

Early Retirement Planning: Calculating How to Bridge the Gap and Retire Early

10 MIN READ
Early retirement isn’t a fantasy, it’s a math problem. This guide walks you through the key strategies to calculate your number and retire on your terms.

How Trump Accounts Work and When They May Benefit Your Family

7 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.
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