Category: Private Wealth Management

How Is the Economy Holding Up? A 2025–2026 State-of-the-Economy Update

6 MIN READ
Strong GDP, resilient jobs, steady spending, and Fed policy has kept the economy moving forward.

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

4 MIN READ
Solo 401k plans offer powerful tax advantages. Learn how they work, who qualifies, and how to maximize your retirement savings.

Market Psychology: Why Investors Make Bad Decisions

7 MIN READ
Understanding market psychology can help you avoid costly mistakes. Learn how to stay consistent and make better long-term decisions.

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.

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.

How Many Savings Accounts Do You Really Need?

3 MIN READ
Discover the best savings accounts, from high-yield savings to money market options. Learn how FDIC limits protect your funds, how to automate transfers for goal tracking, and why using multiple accounts can improve security and efficiency.

How ProsperPlan Is Rebalancing for the Next 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.

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.
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