Blog
Timely Insights from Advisors in the Field
The Prosperity Capital Advisors blog is where our advisors, specialists, and leadership share what they’re seeing, thinking, and doing inside real advisory practices.
From tax planning strategies and practice management insights to industry updates and holistic planning frameworks, every post is written by practitioners with skin in the game.
Key Takeaways Nearly one in three female advisors considered leaving the profession in the past year; firms tend to diagnose the problem as...
Key Takeaways Traditional IRAs create three tax problems: owner's RMDs at age 75, ‘the widow's penalty’ (when the surviving spouse loses joint filing...
Key Takeaways: A documented planning methodology like The Bucket Plan® turns ad hoc planning into a repeatable system your whole team can follow....
Year-End OBBB Tax Planning Checklist for Advisors Strategies to consider before year end: ✓ Calculate 0% capital gains capacity using enhanced standard...
Many advisors struggle with how to price their expertise. Understanding the value of your planning process is the first step to confidently charging...
Key Takeaways The One Big Beautiful Bill (OBBB) Act brings big changes: Makes Section 199A/QBI permanent Raises the SALT cap to $40,000...
Your wealthy clients aren’t hiring you just to help them manage the wealth they make, they expect you to help them keep more...
The services you offer as a financial advisor are important, but your knowledge is your most valuable asset. In an industry with...
Savvy financial advisors are helping clients optimize their charitable giving strategies, especially as the holiday season approaches. This year's planning takes on heightened...
What are the 4 Types of Roth Conversion Strategies? Did you know that the correct Roth conversion strategy can have a significant impact...
Smart tax planning is one of the most powerful tools advisors can use to deliver long-term value. That's especially true when working with women...
June 16-18, 2025 The 2025 Mastermind Collegium found its way to Minneapolis this June, and what a journey it turned out to be. Financial advisors...
