News
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...
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 clients....
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 in years. According...
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...
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...
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...
What really determines happiness for your clients in retirement? While portfolio performance often dominates planning conversations, the foundation of retirement security lies in guaranteed income...
