Your Essential Financial Planning Magazine


Our third edition of Prosper covers common and complex financial planning topics that matter most today, including estate planning, investment themes, paying for college, trusts, recent legislation, retirement planning, and much more.

We hope this resource can be a guide to you, your business, or your family as you continue to financially prepare for your future. We encourage you to pass it along to your family and friends if you feel it can also be helpful to them!

Feature articles:

  • New Laws Rewrite Retirement Rules
  • Women & Wealth
  • Retiring to a Different State
  • Talking to Your Children About Money
  • College Planning 101
  • Use It or Lose It… Maybe
  • Coronavirus Will Change Us Forever, and it Won’t

View previous editions

Volume 1 Volume 2






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