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Timely perspectives on taxes, retirement, investing, and the decisions that shape long-term wealth
Financial planning evolves alongside your life, your goals, and a tax and regulatory landscape that never stays still. The advisors at Prosperity Capital Advisors are recognized contributors to national publications and media outlets — and the articles here reflect the same depth of perspective they bring to those conversations and to their clients every day. Written by CERTIFIED FINANCIAL PLANNER® professionals and specialists across our network, this content is practical, specific, and grounded in real planning experience.
One of the focal points following the presidential election is the potential for an increase in tariffs applied to goods produced outside the US....
Each year, market analysts attempt to predict where the S&P 500 will end the year. They issue estimates ranging from optimistic highs to cautious lows....
Women live longer, earn less over their lifetimes, and are more likely to take career breaks for caregiving. Yet, you may be surprised to...
These are important updates to required minimum distribution rules that may affect your retirement planning. New RMD Rules Are Here On July 18, 2024, the...
The Challenge of Wealth Transfer For many ultra-high-net-worth families, the fear that inherited wealth will lead to entitlement, complacency, or a lack of ambition in...
As 2024 came to a close, many took time for self-reflection, particularly around financial goals. One question that frequently arises in wealth circles is "When...
In December 2024, Congress passed one of the most significant Social Security reforms in recent history. The Social Security Fairness Act of 2023 (H.R. 82) brings...
Recent legislation has introduced significant changes to Social Security benefits through the Social Security Fairness Act of 2023 (H.R. 82). As wealth management professionals,...
For many retirees, highly appreciated real estate represents both their greatest financial asset and their biggest tax headache. Selling means handing a significant portion of...
If you're like most retirees and pre-retirees, you've spent decades building your nest egg. But have you considered how much of that hard-earned wealth might...
Ask investors what kind of return they expect out of stocks in any given year, and many will respond with the market’s historical average return....
Beyond the Myths: What You Really Need to Know About Social Security When it comes to retirement planning, few topics generate more questions and...
