Prosper, Volume Five

Feb. 13, 2024

There are seemingly endless strategies, tactics, ‘cheat codes’, and new ideas to consider when it comes to being smart with your wealth. But that’s where Prosper comes in.

This free financial planning magazine covers a variety of investing and planning topics, all alongside tips and advice.

Articles include:

  • 5 Retirement To-Dos in Your Fifties
  • Estate Planning for Every Age
  • Using the Savings Waterfall for Your Retirement
  • The Ins and Outs of Charitable Remainder Trusts
  • What Exactly is a “Mega” Backdoor Roth Contribution?
  • 4 Questions to Always Ask Your Accountant
  • Defining Your Legacy by Prioritizing What Matters to You Most
  • Inflation’s Encore
  • Alternatives: What Are They & How Can They Fit in to Your Portfolio?
  • And more!
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