Category: Uncategorized

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.

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.

IRS Tax Filing 2027: How to Prepare Now for Your 2026 Tax Year Return

11 MIN READ
Don’t wait until the last minute. IRS tax filing 2026 comes with deadlines and changes that could impact your return and tax strategy. Learn how.

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.

Average Retirement Savings by Age in the U.S.

9 MIN READ
See how your savings compare with average retirement savings by age and learn what adjustments can help you stay on track for retirement.

What the Research Says About Social Security’s Future

5 MIN READ
Here’s something our clients who have yet to retire often ask: “Will Social Security be there when I stop working?” Does that sound like something you’ve wondered?

Why We Are Staying Neutral in an Uncertain Market

7 MIN READ
In response to our last newsletter, a long-time client wrote to me with an entertaining version of a serious question (and one that I think may be on your mind): “ With tariffs rising, talk of a possible recession, and the stock market behaving like it skipped

What Recent Market Turbulence Means for Your Portfolio

8 MIN READ
Volatility is part of the natural cycle of investing, even though it rarely feels comfortable in the moment. We expect markets to remain choppy in the near term, but we are navigating this period with steady hands and a focus on long-term outcomes.

ProsperPlan Wealth Expands in Gold River and Roseville

2 MIN READ
Business Insider – Gold River, California, United States ProsperPlan Wealth , founded by former Allworth Financial advisors Lauren Williams, CFP®, CRPC®, MBA, and Chris Grellas, CFP®, MSFA, recently announced the establishment of new headquarters in Gold River