Prosperwell Financial

Category: Content
Type: Blog Article

Generated 4 days ago

New blog articles detected

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Evaluating Professional Advice: 11 Questions to Answer Before You Commit

    Professional advisors work in many fields and hold various titles, such as investment advisor, financial planner, accountant, estate planner, insurance agent, and stockbroker. Over the last few years, most professional advisors have seen their roles expand and now the lines among them have become greatly blurred. Today it is now commonplace to meet an insurance […]

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Should you save or splurge that bonus check?

    With the end of the year comes those bonus checks landing in your mailbox or bank accounts. Nothing beats a little extra money, especially during the holiday season. Nearly 80% of employers handed out bonuses at the end of 2015, according to a holiday bonus survey by consulting firm Challenger, Gray and Christmas. No matter […]

  • Holiday Tipping Guide

    The holiday season is upon us and it gets expensive.  Between the meals to plan, gifts to buy and parties to attend, many don’t even realize or budget in the cost of holiday tipping.  Tipping can be controversial but is a relatively straightforward process, holiday tipping is something else.  Whom should you tip? How much? […]

  • Retirement Accounts Are Off Limits for Paying for the Holidays

    Year after year, we spend more than we planned on during the holiday season. According to a 2015 study from T. Rowe Price titled “2015 Parents, Kids and Money,” 62 percent of parents said that this year they will spend more for their kids over the holidays than they should have. 56 percent of them […]

  • Tax Deductions You Might Be Able to Take

    Tax time is upon us and although nobody likes to look at how much money you are paying in, you may not have to pay as much as you think. We have come up with a few deductions that many people are not aware of. If any of these apply to you, they could help […]

  • Avoid These Financial Traps – They May Be Hazardous to Your Wealth

    Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Snares like the ones mentioned below could easily threaten your financial security. Planning ahead can protect you […]

  • Money Matters of Divorce – January 18, 2017

    If you are not happy in your relationship and are considering or in the middle of a divorce, you do NOT want to miss this workshop! We will cover the financial aspects of divorce including the four things you need to know to financially survive a divorce.

  • Vacation Value

    Everyone needs a vacation periodically. Breaking the routine of the workday world is not only refreshing, but studies show it’s good both for you and your ability to do a better job. Reducing job stress can lead to more productivity. It’s easy to spend a lot of money on a vacation, but that guarantees neither […]

  • How Well Do You Know Your 401(k)?

    The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come out ahead financially when it’s time to retire. Here are some questions to test your knowledge about […]

  • Your Dollar at Work – 12 Months of Smart Saving Tips

    Make 2017 “the year of the dollar” by trying some of these smart saving and spending tips all year long. January — After-Christmas sales are a great way to stock up on holiday-themed products such as wrapping paper, candles, cards, and decorations. Most retailers reduce prices on these items by 50% or more. But don’t […]

  • Your Annual Plan: Three Steps toward Your Financial Success

    As the year comes to an end, it’s a good time to conduct a comprehensive annual financial review. And while there is no such thing as a one-size-fits-all financial plan, the three-step review process outlined below can help you do a better job of keeping your financial house in order from one year to the […]

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 4 months ago

New blog articles detected

  • Raiding the Piggy Bank

    46% of parents of children aged between4 and 16 years old said they have taken money from their child’s savings, according to a survey by Nationwide Building Society. That is nearly half of all parents admitting to dipping into their children’s piggy banks to help cover items they classified as household bills. Moms were found […]

  • Justin Gandrud

    Justin joined our team in 2016 as a Relationship Manager with his main focus being to build loyalty through outreach, interaction and continuous improvement of our services. In addition, he will be providing sales support to our practice and assisting with business development, Justin plays a key role in assisting with our daily operations. A […]

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Your Money Personality

    After years in the financial services industry, we feel that most people will fall into one of three different money personalities. These personalities explain why you spend money or why you save money, why some are excited about investing while others fear it. It is good to know where you lie and identify your money […]

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • More Money – More Problems

    I have had numerous new clients recently inherit a substantial sum of money and tell me they wish they could give it all back. They feel overwhelmed. They feel that more money causes more problems and more complexity. It is true – the more money you have the more you should plan. Think of it […]

  • Social Security Luncheon – September 14, 2016

    Join us to learn how your Social Security plays a critical role in your retirement strategy. This presentation will focus on seven keys to enhancing your benefits.

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 5 months ago

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 5 months ago

Prosperwell Financial

Category: Content
Type: Blog Article

Generated 5 months ago

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