Recap of Our Call with Economist Marci Rossell on March 31st
Apr 9, 2025
This call was hosted by Prosperity Planning, a Registered Investment Advisor. Marci provided her own analysis and views on the economy and her
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Taxes After Divorce: Common Tax Savings Strategies
Apr 4, 2025
Navigating the financial landscape after a divorce can be daunting, especially when it comes to taxes. The shift from joint to individual filing,
Divorcing With a Business or Private Investments: Key Financial Considerations
Mar 14, 2025
Divorce is rarely simple, but when business ownership and private investments are involved, the complexities multiply. Unlike dividing household
Divorce and Pension Plans – Valuation and Planning
Mar 14, 2025
Divorce is a complex process, and the division of assets can be one of the most challenging aspects. Among these assets, pension plans, particularly
Divorce and Estate Planning: Essential Updates Post-Divorce
Mar 14, 2025
Estate planning, often misconstrued as an exclusive domain of the wealthy or elderly, is a fundamental necessity for anyone seeking to secure their
Divorce and Debt: General Financial Considerations
Mar 10, 2025
Divorce is a complex process, and the division of debts is often one of the most contentious aspects. Understanding how your state handles debt
Financial Considerations for Dividing Assets in Divorce
Mar 10, 2025
Divorce is rarely easy, and the division of assets can be one of the most complex and emotionally charged aspects of the process. Understanding the
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