Prosperwell Blog

Five Times in Your Life When You Might Need Help With Your Finances

As you move through different stages of life, you will face new and unique financial situations. Did you just get […]

Do Millennial’s Need Life Insurance?

The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college […]

Five Retirement Lessons from Today’s Retirees

Five Retirement Lessons from Today's Retirees Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI)surveys 1,000 […]

Financial Scams Targeting Older Individuals

If you or someone you know has been targeted by a scam artist who is trying to steal money or […]

Is It Time to Declare Your Financial Independence?

No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. […]

Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is […]

Financial Advice for Recent College Graduates

You've put in the hard work as a college student and finally received your diploma. Now you're ready to head […]

Tax Scams to Watch Out For

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a […]

Four Reasons Your Parents Might Be in Financial Trouble

As your parents age, they will probably need more help from you. But it may be difficult to provide the […]

Due Date Approaches for 2018 Federal Tax Returns

Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — […]

Travel Insurance

Soon you'll be on your way, taking that trip you've looked forward to for ages--but suppose something happens. If you […]

Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal […]

A Long November’s Nap

No matter how hard we try to deny it, there are only 24 hours in a day. And once you’ve […]

How Student Loans Impact Your Credit

If you've finished college within the last few years, chances are you're paying off your student loans. What happens with […]

5 Reasons to Prioritize a Lasting Legacy

Have you been dragging your feet on estate planning? You are not alone. Nearly 64% of U.S. adults do not […]

Invest In Your Business

According to an analysis by the Economic Policy Institute the median working-age couple has only saved $5,000 for retirement, and […]

How Will I Manage to Send My Child to College?

Being able to send your child to college is near the top of the wish list for most parents. A […]

Asset Allocation

Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking […]

National Preparedness Month

Whether there’s sunshine on your shoulders or you are trying not to belt out “rain, rain, go away,” we always […]

Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is […]

Organizing Your Finances When Your Spouse Has Died

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances […]

Shopping for an Annuity

Although many insurance companies offer annuities with the same (or at least similar) features, that doesn't mean that all products […]

Trust Basics

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

Investing in Stocks

Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and […]

10 Things Women Need to Know About Money

Life is definitely more than just about money. There are so many things to know about money. The list is […]

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