Every decision you make today shapes your financial future. Fuel your decisions with thoughtful, timely insights to feel confident and empowered during your financial journey.

Sit back and relax as you uncover tips, trends, and advice in Prosper, our financial planning magazine designed to give you the roadmap you need keep your plan headed on the right course.


In this edition...

There are endless strategies, tactics, ‘cheat codes’, and clever ideas when it comes to being smart with your wealth.

With Prosper, covering a variety of investing and planning topics alongside tips and advice, you're sure to walk away feeling empowered to navigate whatever life throws your way.

blue-checkmark Inflation's Encore
blue-checkmark 4 Questions to Always Ask Your Accountant
blue-checkmark 5 Retirement Planning To-Dos for Your Fifties
blue-checkmark Alternatives: What Are They & How Can They Fit Into Your Portfolio?
blue-checkmark Defining Your Legacy by Prioritizing What Matters to You Most
blue-checkmark Estate Planning for Every Age
blue-checkmark Separating Fact from Fiction: 7 Financial Planning Myths
blue-checkmark Tax Management: The Forgotten Step of a Strategic Investment Plan
blue-checkmark The Ins and Outs of Charitable Remainder Trusts
blue-checkmark Understanding How Much You Pay in Taxes
blue-checkmark Using the Savings Waterfall Strategy for Your Retirement
blue-checkmark What Exactly is a “Mega” Backdoor Roth Contribution?

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We understand that financial planning can be overwhelming. We can help. Request a complimentary consultation with a member of our team for a free review of your plan. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

Explore previous editions


Volume 4

Articles include:

  • 5 Investment Themes Today
  • Positioning Your Family for the Next Generation
  • Now is the Time for Women to Focus on Finances
  • The Four Stages of Retirement
  • Four Trends in Philanthropy
  • Roth Conversions & Beneficiaries
Download Volume 4

Volume 3

Articles include:

  • Is a Roth Conversion Right for You?
  • Women & Wealth
  • Retiring to a Different State
  • Talking to Your Children About Money
  • Which Trust is Right for You?
  • 5 Questions You Need to Ask Your Financial Advisor
  • It Isn't Magic: Building Wealth the Right Way
Download Volume 3

Volume 2

Articles include:

  • What to Consider When Planning for Retirement
  • The Hidden Costs of Estate Planning
  • 3 Ways to Determine How Much Life Insurance You Need
  • Financing a College Education
  • Doing Well While Doing Good
Download Volume 2

Volume 1

Articles include:

  • Transitioning into Retirement
  • Spending Patterns in Retirement
  • Estate Planning Missteps of the Rich & Famous
  • Four Signs it's Time to Update Your Estate Plan
  • Decoding Beneficiary Designations
  • Preparing Your Portfolio for Retirement
Download Volume 1

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