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Enough is greater than more. Prosperity brings the power of knowledge and experience to help you achieve freedom and goals through purpose based planning.Learn More
Retirement readiness isn't just about your finances. It's also about health, relationships, self-identity, and social life. Our unique FIT-TO-RETIRE® program gives you a readiness roadmap to embark on a successful retirement.Learn More
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
This worksheet can help you estimate the costs of a four-year college program.
Important items to consider when purchasing condo insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Apps that help small business owners better manage and grow their business.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.