Category: Pension Planning & Analysis

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?

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.

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.

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.

Retirement Planning for Kaiser Permanente Employees

4 MIN READ
Retire confidently with expert financial planning for Kaiser Permanente employees. From pensions to 401(k)s and retiree medical benefits, ProsperPlan Wealth guides you through every step, including tax-planned income.

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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