Fundamentals of Exit Planning
Aug 1, 2022
By: Debbie Small, Senior Mergers & Acquisition Broker with Apex Business Advisors The vast majority of business owners NEVER strategically plan their
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Live Conference Call with Economist Marci Rossell, Ph.D.
Jun 9, 2022
On Wednesday, June 1st, Prosperity Planning hosted a live conference call with economist Marci Rossell, Ph.D. Marci engages audiences nationwide,
Dan Reiter, CFP®, CPA, Named to InvestmentNews 2022 40 Under 40 List
Jun 7, 2022
KANSAS CITY, Mo.—June 13, 2022—Prosperity Planning, Inc., announced today that InvestmentNews has recognized firm Partner and Wealth Manager Dan
Prosperity Planning’s Alyssa Hon Awarded CFP® Certification
May 22, 2022
The certification expands the financial planning role Hon can provide to clients. Prosperity Planning, Inc., announced today that Associate Financial
Getting (Mentally) Ready to Retire
Apr 13, 2022
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the
How Market Cycles Can Impact Retirements
Apr 4, 2022
A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few:
Prosperity Planning’s Rachael Graf Earns Master of Business Administration
Jan 24, 2022
Graf, a Financial Advisor with Prosperity Planning, graduated from UMKC in December 2021. KANSAS CITY, Mo.—January 21, 2022—Prosperity Planning,
Prosperity Planning’s Colten Honigman Earns CFP® Designation
Jan 3, 2022
The CERTIFIED FINANCIAL PLANNER™ mark is one of the highest-regarded certifications in the industry. KANSAS CITY, Mo.—December 22, 2021—Prosperity