
Prosperity in the Media
As Seen In
Prosperity has been featured in top publications
-
-
AARP January 28, 2022: Tax Breaks After 50 You Can't Afford to Miss
AARP: May 21, 2021: 10 Tips on Post-Pandemic Spending
AARP: March 5, 2021: 7 Steps to Start Saving for Retirement After 50
-
Bloomberg June 18, 2022: America’s Top 1% Lose $1.5 Trillion on Stocks Before Bear Market
Bloomberg September 16, 2021: The Hottest Tax Break for the Rich Is a Middle-Class Retirement Account
-
Forbes: January 7, 2021: What Is Market Volatility—And How Should You Manage It?
-
July 13, 2023: Aretha Franklin’s handwritten will was deemed legal. What can we learn from her family’s debacle?
January 5, 2023: A sudden loss of wealth is devastating. These financial advisers know how to help people get their portfolios back on track.
November 3, 2022: I’m 60, my wife thinks ‘money is for spending,’ I just lost my job and plan to retire — how can we avoid money fights?
May 4, 2022: Some economists say a recession is inevitable. Should you pay off your mortgage now? Consider these factors first.
November 27, 2021: 3 Ways practicing gratitude can help your financial well-being this holiday season.
-
January 9, 2023: Advisors Aim To Write More Clearly
January 15, 2021: Advisors Find Better Ways To Manage Their Time During The Pandemic
-
January 20, 2023: Yields on cash climbing, advisors struggle to keep clients in stocks
August 19, 2021: 10 tips for clients on National Financial Awareness Day
May 10, 2021: Heeding tax winds, advisors chart new financial tactics for clients
November 16, 2020: Free financial planning apps enter the equation
-
February 2021: The Pandemic's Impact on FinTech
-
-
-
May 16, 2022: What Rising Prices Could Mean for Your Retirement Plans
-
March 15, 2021: Why Financial Advisers Are Wary of Cryptocurrency
March 8, 2021: 14 Last-Minute Moves that Can Boost Your Tax Refund
-
March 26,2021: Your Money/How the Secure Act Impacts Your Legacy Plan
February 10, 2021: How Advisers Provide Investors with Downside Protection
December 17, 2020: Don’t Miss These Best Tax Planning Ideas Left for 2020
December 11, 2020: Year-end Financial and Retirement Planning Tips
Read my "Guest Contributor" articles:
October 5, 2023: 3 Ways To Manage Finances as You Merge Households
July 11, 2023: FORE! 5 Ways Golf Can Help You Hone Your Financial Game
April 5, 2023: Who Should I Name as My Successor Trustee?
January 6, 2023: Common Estate Planning Myths
July 13, 2022: Smart Ways To Give To Charity
April 19, 2022: Financially Navigating A Divorce
January 7, 2022: Managing Risks, Gifting, and Legacy Planning
October 8, 2021: Planning Opportunity - Schedule a What's Left After Salt
October 6, 2021: Caring for Aging Disabled Family
July 2, 2021: Roth Conversion and Charitable Giving
March 26, 2021: How the SECURE Act Impacts Your Legacy Plan
March 15, 2021: Why Financial Advisers Are Wary of Cryptocurrency
-
-
-
Videos and Podcasts