Category: Executives & Business Owners

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.

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.

Financial Planning for Business Owners in Their 50s and 60s

6 MIN READ
Helping you orchestrate a high-impact “final sprint” by turning your business equity into a reliable, tax-efficient retirement paycheck.

How Sacramento’s Wealthiest Families Build Financial Plans That Keep Cash Flowing

6 MIN READ
Through thoughtful liquidity planning, such as forecasting, tax strategy, borrowing, and intentional asset management, learn how you can turn paper wealth into real financial flexibility, confidence, and freedom.

Unlocking Wealth: How Sacramento Fiduciary Financial Advisors Help High-Net-Worth Professionals Optimize Cash Flow

4 MIN READ
Many great savers lack consistent cashflow. From our office in Gold River, California, ProsperPlan co-founder, fiduciary financial advisor Lauren Williams, MBA, CFP, details how to improve cashflow without tapping hurting your portfolio.

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.

After the Rate Cut: How ProsperPlan is Rebalancing Portfolios for the New 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.

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.

What to Know about the Impact of Tariffs on the Future

7 MIN READ
Despite a busy news cycle, we hope this message finds you well.
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