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Three Annuity Objections That Are Often Planning Conversations in Disguise

July 6, 2026

About the Author

  • Kirsten Schlumbohm

    Kirsten Schlumbohm, BPC, SVP, Head of Sales Support & Relationship Management, has over 15 years of industry experience in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.

    Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her husband, Jeff.

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5 Ways to Preserve Family Wealth Without Ruining the Next Generation

March 2, 2026

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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Notebook page comparing “Traditional IRA” and “Roth IRA,” with plus and minus symbols indicating differences, and a marker nearby.

Should You Convert to a Roth IRA? 3 Key Questions to Consider

December 18, 2025

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Sparklers burning brightly in front of a background of stock market charts, symbolizing financial growth, celebration, or market activity.

Your End-of-Year Wealth Check-Up: Smart Financial Moves Before December 31

December 4, 2025

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From ROI to Fulfillment: A New Chapter for Those With Enough

November 22, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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Putting Today’s Volatility — and the A.I. “Bubble” Narrative — Into Perspective

November 21, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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A person uses a stylus to check off items on a digital checklist interface, with multiple boxes marked and one marked incorrect, suggesting task management or evaluation.

Your Year-End Retirement Planning Checklist

November 20, 2025

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What a $10.50 Happy Meal Taught Me About Long-Term Investing

November 14, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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An older couple walks hand in hand with a young girl across a grassy hill at sunset, enjoying time together outdoors.

How to Solidify Your Legacy Through Generational Wealth Planning

November 6, 2025

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Quarterly Review: Stocks Hit Fresh Highs, and the Fed Makes a Cut

October 10, 2025

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The acronym “HSA” displayed in the center with surrounding digital icons for healthcare, savings, finance, and identification, representing a health savings account concept.

HSA Contributions Made Simple: Your 5-Step Guide

October 2, 2025

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4 Healthcare Tax Rules That Could Cost You Thousands (And How to Avoid Them)

September 18, 2025

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