Prosperwell Blog

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 […]

Investing in Stocks

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

Kids and Activities – The Pressure to Spend Money

Who are the Jones’? Why do we have this need, desire and pressure to keep up with them? Having school […]

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