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June 09, 2022 | Financial Planning
Primary residences and second homes can each be leveraged in different ways to help achieve financial goals. One has the potential to be an investment vehicle (generating income while appreciating in value) and the other is simply a lifestyle asset – can you guess which one is which? Let’s …
May 24, 2022 | Financial Planning
If saving and investing are the building blocks of wealth planning, then proper tax management is the roof protecting the building. Great investment results, or your house, can be bogged down by poor tax decisions, or a leak in the roof, hampering your ability to meet long-term goals. Wealth …
May 17, 2022 | Financial Planning
Key Takeaways: Inflation diminishes purchasing power, making it hard to stretch your dollars as far Implementing good financial habits early allows for adaptability if inflation strikes Avoid being caught off guard by proactively accounting for inflation in your financial plan Simply …
May 10, 2022 | Financial Planning
This nearly 60-page guide covers everything from key facts and figures to tips, tricks, and strategies to optimize your tax plan for this year. What’s inside: Personal income tax rates, deadlines, deductions, and credits Business taxes, rates, and deductions Trust & estate taxes …
April 14, 2022 | Financial Planning
How do you build wealth? Saving and investing are an extremely powerful duo to do so. Of course, learning to be disciplined, practice good habits, and set goals are also instrumental in your success. The ability for savers to adopt those habits and convert such a modest lifestyle into long- …
March 24, 2022 | Financial Planning
“With longer lifespans than their male counterparts, many women are likely to end up managing the family estate." Key Takeaways: Studies show women are often less financially literate then men, yet have growing financial responsibilities Basic education on financial planning and …
March 10, 2022 | Financial Planning
Here’s What to Do with Cash As you build your wealth, your financial plan needs constant assessment to ensure proper asset allocation and optimal growth. After you complete the financial health checkup (and bonus financial planning checklist), you will know that having a plan for all of your …
February 10, 2022 | Financial Planning
Are you more confident when you have to be successful alone or when you have a team supporting you? When it comes to certain things – like winning a football game or financial success – working with a team produces better results than doing it yourself. Now we all can’t compete for …
December 23, 2021 | Financial Planning
There is no wrong time to start your financial wellness journey. You can decide to tackle it on a random Tuesday afternoon, the New Year, the start of a new job, or after a major life event. It doesn’t matter when you choose to, all that matters is that you’ve made a step to. Overcoming where …
December 02, 2021 | Financial Planning
It's easy to feel overwhelmed by the ever-changing world of wealth management. But no worries, that's where we come in. Prosper is an award-winning magazine designed to give you the knowledge you need to keep your financial plan on track. Feature articles include: Five Investment Themes …
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