Divorce and Taxes: Five Common Mistakes to Avoid
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA Divorce is a deeply personal and often turbulent experience. It's easy to get caught up in the legal and emotional
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How to Prepare for a Divorce: Hiring the Right Team
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA How to Prepare for a Divorce: Hiring the Right Team When high-net-worth couples decide to divorce, the first thing
The Wealth-Health Connection: Why Your Financial Future Depends on Your Physical Presence
Dec 30, 2024
By Brian Matthys, DO In our relentless pursuit of financial success, we often overlook a fundamental truth: wealth without health is meaningless. The
Missouri Real Estate Property Tax Freeze for Seniors
Dec 4, 2024
By Cindy Richey, CFP®, CDFA® In October, the state of Missouri expanded eligibility for the senior property tax credit program. Under the new rules,
Navigating Today’s Economy: Insights on Interest Rates, Inflation, and Housing with Economist Marci Rossell
Nov 11, 2024
In a recent conference call hosted by Prosperity Planning, economist Marci Rossell, Ph.D., shared valuable insights on the current state of the
Top 5 Wealth Management Phishing Scams
Oct 25, 2024
Mike Jackson, President, Pendello Solutions Wealth management clients are increasingly targeted by sophisticated phishing scams that can lead to
Financial Planning for the Marital Home in Divorce
Oct 18, 2024
Dan Reiter, CFP®, CPA The marital home is often one of the most valuable assets that couples must divide during a divorce. As such, it’s crucial to
Financial Planning for the Marital Home in Divorce
Oct 18, 2024
Dan Reiter, CFP®, CPA The marital home is often one of the most valuable assets that couples must divide during a divorce. As such, it’s crucial to
Fourth Quarter Economic and Market Update
Oct 11, 2024
Dan Reiter, CFP®, CPA This article provides a comprehensive overview of the economy and market conditions in the third quarter. We'll discuss recent
Medicare Changes in 2025: Plan Now
Sep 30, 2024
Chris Goodwin, Insurance Pros This post was guest contributed by Chris Goodwin. Chris is the Owner and President of Insurance Pros, an insurance
Navigating Health Insurance Post-Divorce: A Few Key Options
Sep 24, 2024
Dan Reiter, CFP®, CPA Divorce can be a tumultuous period, and one of the many aspects that often require immediate attention is health insurance
Four Steps to Begin Co-managing Your Aging Parents’ Finances
Sep 20, 2024
Ryan Noble, CFP® As our parents age, the need to assist them with their finances often becomes a reality. This process can be emotional, as it