Prosperwell Blog

Shopping for an Annuity

Shopping for an Annuity Although many insurance companies offer annuities with the same (or at least similar) features, that doesn't […]

Trust Basics

Trust Basics Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or […]

Investing in Stocks

Investing in Stocks Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay […]

10 Things Women Need to Know About Money

10 Things Women Need to Know About Money Life is definitely more than just about money. There are so many […]

Investing in Stocks

Investing in Stocks Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay […]

Kids and Activities – The Pressure to Spend Money

Kids and Activities – The Pressure to Spend Money Who are the Jones’? Why do we have this need, desire […]

The Longest Day of the Year

The Longest Day of the Year The summer solstice is widely recognized as the first day of summer in the […]

There is no one else like dear old Dad

There is no one else like dear old Dad We celebrate Father’s Day on the third Sunday of every June. […]

Time for a Financial Plan Tune-up

Time for a Financial Plan Tune-Up No matter where you are in life, your financial plan – like your favorite […]

Understanding Mutual Fund Share Classes

Understanding Mutual Fund Share Classes When investing in a mutual fund, you may have the opportunity to choose among several […]

Understanding Risk

Understanding Risk Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are […]

Closing a Retirement Income Gap

Closing a Retirement Income Gap When you determine how much income you'll need in retirement, you may base your projection […]

Let’s hear it for mom!

Let’s Hear it for Mom! Mother’s Day is Sunday, May 13, the day we honor and give thanks to the […]

A teacher takes a hand, opens a mind and touches a heart

A teacher takes a hand, opens a mind and touches a heart May 8 marks National Teacher Day, often celebrated […]

Mutual Fund Basics

Mutual Fund Basics A mutual fund pools the money of many investors to purchase securities. The fund's manager buys securities […]

Investing in Bonds

Investing in Bonds Bonds may not be as glamorous as stocks or commodities, but they are a significant component of […]

The Building Blocks of a Financial Legacy

The Building Blocks of a Financial Legacy When it comes to your finances – as it is with many things […]

Understanding Investment Terms and Concepts

Understanding Investment Terms and Concepts Below are summaries of some basic principles you should understand when evaluating an investment opportunity […]

Retirement Plans for Small Businesses

Retirement Plans for Small Businesses As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement […]

Dealing With Divorce

Dealing with Divorce Divorce can be a lengthy process that may strain your finances and leave you feeling out of […]

Choosing an Income Tax Filing Status

Choosing an Income Tax Filing Status Selecting a filing status is one of the first decisions you'll make when you […]

Types of Insurance

Types of Insurance Each day, you face a variety of risks--risks to your life, your health, and your property. Although […]

Credit Traps for the Unwary

Credit Traps for the Unwary It's hard to imagine functioning in today's society without access to credit. However, you need […]

Kindness in all its forms

Kindness in all it’s forms In the words of American writer Henry James: “Three things in human life are important: […]

Valentine’s Day Done the Charitable Way

Valentine’s Day Done the Charitable Way When you think of Valentine’s Day, what comes to mind? Is it cozying up […]

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