Guides

Practical guidance from the advisors who plan with clients every day

The guides here are created by Prosperity Capital Advisors advisors and cover the planning topics that matter most to the clients we serve, from tax strategy and retirement income to Social Security, estate planning, and more. Download any guide for free, or connect with an advisor to put these ideas into practice.

  • The Bucket Plan® Philosophy

    A strategic, structured approach to organizing your assets for today’s financial challenges and the retirement ahead.

  • 5 Strategies for Business Owners

    Many business owners grow their companies but struggle to build wealth beyond their business or plan for the future. Here is what may be missing.

  • 10 Proactive Tax Strategies for Retirement

    Are you concerned about taxes eroding what has taken a lifetime to build? Learn what can help protect your wealth, maximize your benefits, and secure your legacy.

  • Woman’s Guide to Retirement Planning

    A clear-cut set of steps to help you take control of your finances and prepare for the future you want.

  • Navigating Spousal Social Security Benefits

    How you apply for Social Security benefits can result in a difference of tens of thousands of dollars over your lifetime. Here is a list of factors to be aware of.

  • Planning Guide for Medical Professionals

    Medical professionals are among the hardest-working people in the world — and among the least likely to have time for financial planning. This guide is built for your situation.

  • What Happens to Your 401(k) When You Leave a Job

    There are four options for an employee who leaves a job where they have been contributing to a 401(k). Here is what you need to know before you decide.

Ready to Put These Ideas into Practice?

The ideas in these resources shape how we plan with every client. Connect with a Prosperity Capital Advisors advisor to see how they apply to your financial life.