Wealth Management For Individuals, Companies, and Sports and Entertainment
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…
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We Help Business Owners and Organizations to Start, Grow, and Sell Their Business As an entrepreneur, you have so much to plan for: your business, your family, and your retirement. Prosperwell Financial can ease the pressure by delivering the expertise, advice, and customized solutions to achieve your goals. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide. How can Prosperwell Financial support your business and personal needs?
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.
As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next if you don’t know where you are now. So take a break from the usual fall chores and pull out last year’s tax return, along…
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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.
Tune into “Prosperwell with Nicole” as we examine the path to true happiness. Nicole discusses a variety of topics monthly from saving for retirement to crossing items off your Live It List. If you have a topic you would like to hear about or would like to be a guest on our podcast, please contact us.
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. What types of IRAs are available? The two major types of IRAs are traditional IRAs and Roth IRAs. Both allow you to contribute as much as $5,500 in 2017 (unchanged from 2016)….
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As the traditional giving season approaches, there is one important item to add to your to do list: Create a holiday budget. Before the gift shopping and wrapping begins, take control of your wallet through financial preparation. Remember, you can avoid the credit card crunch and the dangerous pitfall of borrowing against your company’s retirement savings plan or IRAs. Here’s how to establish a holiday wish list and spending budget: Start by determining the total amount of money that you…
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Retirement can be scary. You save up for it your whole life, working hard and investing it for your future. Then that day finally comes and you start pulling out that hard earned money. How do you decide how much money you pull out of these accounts? In general, a safe withdrawal rate is 3%. So, for example, if you accumulated $1,000,000 in savings between your 401k and your IRA then you would pull out $30,000 per year. It that…
Continue reading I'm Retired – Where do I get my paycheck?