Resources for Smarter Financial Decisions

Financial Planning Resources for Every Stage of Life

Explore our library of tools and insights to help you make confident financial decisions.

Expert Articles and Insights

The Impact of Tariffs: What It Could Mean for the Economy and Your Portfolio

8 MIN READ
With new tariffs and trade news dominating headlines, many wonder what it means for the economy and their investments. Tariffs, taxes on imports, aim to protect American industries but can raise prices for consumers. Understanding the potential impacts is crucial, as tariffs can protect jobs and raise government revenue, but also come with trade-offs. Explore how tariffs might affect your financial strategy moving forward.

Safe Withdrawal Rate in 2026: What Research Shows

6 MIN READ
A wrong safe withdrawal rate can risk your retirement. Learn how to balance income, longevity, and market uncertainty.

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

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.

Educational Financial Planning Guides

Cover of the ProsperPlan guide to monthly retirement income in 2026

What is a GOOD Monthly Income in Retirement in 2026

The Ultimate Guide to the Question That Matters Most

Cover of the ProsperPlan guide to Kaiser Permanente retirement

Kaiser Permanente Retirement Blueprint

A thoughtful, coordinated approach to retiring well — designed for Kaiser professionals who have spent their careers caring for others.

Cover of the ProsperPlan guide on partnering with a fiduciary financial advisor

Why You Should Partner With a 100% Fiduciary Financial Advisor

An educational guide by ProsperPlan Wealth co-founders Chris Grellas, MSFA, CFP® & Lauren Williams, MBA, CFP®.

Cover of the ProsperPlan guide to Social Security

Social Security: Developing Your Strategy

A comprehensive guide to help maximize benefits and integrate them with your other income and assets. 

Cover of the ProsperPlan guide to the financial planning process

The Financial Planning Process

A step-by-step guide to understanding, implementing, and benefiting from fiduciary advice.

Interactive Tools to Support Your Planning

Tools and Calculators

Quick tools to help you run the numbers across every part of your financial plan.

You’ll find calculators for:

  • Retirement
  • Taxes 
  • Investments
  • Estate planning 
  • Money management
  • Lifestyle decisions
ProsperPlan Wealth logomark
Subscribe To Our Newsletter

Hear from Lauren and Chris

Opinions and Insights from Our Founders