You've worked decades to build your portfolio, carefully planned your retirement withdrawals, and then—surprise—the IRS wants an extra 3.8% on your investment earnings. Many retirees are surprised...

Are you a part of 81% of women who aren't confident their money will last in retirement? I ask because it’s more important than ever. Ninety percent...

When it comes to saving for education expenses, many families find themselves weighing two popular options: Roth IRAs and 529 education savings plans. Both offer valuable...

  In the first half of 2025, developed markets outside the US returned 19.0%, outperforming the US and emerging markets.1 But that outcome masks the wide...

If you're an independent medical practitioner who's been in practice for 5-15 years, you're likely in your peak earning phase. But are you keeping as...

  Firm also named among the top RIAs for fourth consecutive year   CLEVELAND, July 30, 2025 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered...

President Trump has formally signed the One Big Beautiful Bill Act into law, delivering the most comprehensive tax reform we've witnessed in years. According to...

  President Trump has officially signed the One Big Beautiful Bill Act into law, delivering the most comprehensive tax reform we've seen...

Can IRAs be used to benefit a charity? IRAs can be an excellent source of funds to provide meaningful support for your favorite charities, but...

Do you want assets in your IRA to go to more than one person or entity? Naming multiple beneficiaries is a smart and efficient way...

Key Principles to Help Improve Your Odds of Success   While many investors get caught up in trying to time the market or chase the...

Women are living longer than ever before—but are we prepared for what that really means? Margret thought she had retirement figured out. At 62, she...