Wealth Management For Individuals, Companies, and Sports and Entertainment
These worksheets were created with you in mind. We customized them to help you in many different areas, from establishing your budget, to transitioning to retirement. Depending on where you are on your financial path these worksheets are designed to help you get to the next level and help you achieve financial happiness.
Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some common coverage gaps to consider when reviewing your own insurance coverage. Life insurance In general, you want to have enough life insurance coverage (when coupled with savings and income) to allow your family to continue living the lifestyle to which they’re accustomed. But changing circumstances may leave a gap in your life insurance coverage. For…
Continue reading Closing Gaps in Your Insurance Coverage
No matter where you are in life, your financial plan – like your favorite automobile – requires regular maintenance to keep you on track for financial success. And since June is the halfway point of every year, it’s a great time to review your plan and make any necessary changes. Here are a few key things to consider: • Do your designated beneficiaries need to change due to the birth of a child, adoption or divorce? • Has there been…
Continue reading Time for a Financial Plan Tune-up
Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know the advantages and disadvantages of each. Making the right decision about your filing status can save money and prevent problems with the IRS down the road. The five filing statuses and how they affect your tax liability Your filing…
Continue reading Choosing an Income Tax Filing Status
Investments, retirement, money – it can all be overwhelming and confusing. These webinars are workshops designed to take investing concepts and make them easy to understand. If you are just starting out and want to learn about investing, want to start saving for retirement or are ready to retire, these workshops can help you by providing the information you need. Risk Tolerance
Our video library contains a wide variety of financial knowledge videos that were developed with you in mind. You will find information about who we are, what makes us unique and why you should choose Prosperwell in addition to easy to follow videos on more specific topics such as retirement planning, how to choose an advisor and more. Our goal is to make you more educated and gain confidence in your money. If there is a topic you would like…
Continue reading Video Library
Nicole Middendorf CEO of Prosperwell FinancialWealth Advisor with RJFS nicole@prosperwell.com | 763.231.9510 My Quote “Give me one person and I can help them invest, but give me an audience and I can provide tactical information that can directly impact change in their financial future.”
Through an understanding of life experiences and sensible planning, Prosperwell Financial helps you pursue your goals using a personalized and engaging process to build your confidence for making financial decisions. We can help guide you through your major life transitions as well as critical financial challenges.
At Prosperwell Financial, we are passionate about taking complex, boring and overwhelming financial matters and making them fun, interesting and easy to understand. If you are looking for resources that share an understanding of life experiences with sensible financial planning knowledge, check out our series of books, seminars, workshops, media and events.
Prosperwell Financial provides personalized wealth management advice to effectively guide you through every stage of life. Our advisors help to plan your way toward true financial happiness including financial retirement planning, college education savings, estate planning, asset management, insurance, divorce planning, and succession planning. Founded by Wealth Advisor and Certified Divorce Financial Analyst Nicole Middendorf, Prosperwell Financial serves individuals and executives all across the U.S. We help you gain the confidence needed to be in control of your financial happiness.