Category: Tax 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.

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.

IRS Announces Jan. 27 Start to 2025 Tax Filing Season

7 MIN READ
Did you know that the first U.S. income tax law was passed in 1861 to fund the Civil War? Back then, the tax rate for high earners was a comparatively manageable 3%, and the entire tax-payer instruction pamphlet was only four pages long.

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.

Mega Backdoor Roth: A Great Way to Maximize Your Retirement Savings in 2025

2 MIN READ
One of the most important questions I am asked by clients (or folks at workshops) is: If I have the capacity to save more, what are some of the vehicles I should use? The fact is, I love this question !