Category: Family Office

Trump Accounts: What They Are, How They Work, and When They Makes Sense for Your Legacy

7 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.

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.

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.

The Struggle of Market Psychology: Volatility, Fear, and the Path Forward

7 MIN READ
Those of us who make our careers as fiduciary advisors are experienced at remaining dispassionate about the ups and downs of the markets.

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.

Financial Planning for Small Business Owners: 2025 Solo 401(k) Guide

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?

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.
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