Pages
- Subscription Confirmed
- Unsubscribed
- Subscribe
- Social Security Seminar
- Blog
- Test Library
- Cybersecurity Seminar
- Divorce Financial Planning
- COVID-19
- Divorce Form Thank You
- CAREERS
- The Power of Longevity Webinar
- Retirement Readiness Quiz
- Paycheck Protection Program Forgiveness Webinar
- Sean Reitenbach, CFA®
- American Rescue Plan Act Webinar
- The Prosperous Life Podcast
- Estate Planning & Elder Care Webinar Series
- Work With Prosperity
- Estate Planning and Elder Care Webinar Series
- Protect Your Assets Against Inflation Webinar
- Michael Riley, QKA®
- Protect Your Assets Against Inflation Webinar
- Emma Carrion
- Youtube redirect - Economic Update with Anirban Basu
- Alternative Investments including 1031 Exchanges with Delaware Statutory Trusts
- Lurie Wealth Advisors Merger Details
- Prosperity Locations
- Home
- Our Company
- Who We Serve
- Services
- Investment Management and Financial Planning
- Tax Planning
- Income Solutions & Asset Preservation
- Retirement Planning
- Business Planning
- Estate Planning
- Insurance Planning
- Education Planning
- 401(k) Plans
- Economic Update with Anirban Basu
- Roadmap to Medicare
- 2022 Holiday Pajama Drive
- Publications & News
- Newsletters
- Disclosures
- Clients
- Contact
- Prosperity Team
- Donald Hoffman
- Michele Martin
- Nate Ahlberg
- Brian Thorkelson
- Andy Kuhl
- Donna Gestl
- Lauren Rebbel
- Erin Ansalvish
- Margarita Jencik
- Sitemap
Podcasts
- Protect Your Personal Information: What Documents Should Be Shredded?
- Medicare Supplements, Medicare Advantage, and More: Is Medicare A and B Enough?
- How to Regain Financial Momentum Post-Pandemic
- How to Talk to Your Spouse About Money: An Interview With Family Law Attorney Wendy Meadows
- How to Choose the Right CPA for You or Your Business
- Types of Business Ownership-What's Right for You?
- Financial Planning for Women in Their 20s, 30s, 40s, and 50s
- Economic Recovery Following COVID-19
- Medicare Enrollment Periods, Deferment, and More: Do I Have to Apply For Medicare at 65?
- Interest rates, real estate, and more: Where is the real estate market going?
- Long-Term Care Services: Do You Need Long-Term Care Insurance?
- Medicare Cost, Coverage, and More: Considerations to Make When Applying for Medicare
- Vaccine roll-out, political changes, and more: Where is the economy headed in 2021
- Estate Planning Services: Major Pitfalls to Avoid When Preparing a Transfer of Assets
- Retirement Strategies - How long will my money last?
Team Members
- Matthew Schanz
- Jennifer McKinnon
- Steven Katzenstein
- René Páez
- Michele Martin
- Donald Hoffman
- Hal Michels
- Donna Gestl
- Nate Ahlberg
- Lauren Rebbel
- Erin Ansalvish
- Brian Thorkelson
- Michael Riley, QKA®
- Sean Reitenbach, CFA®
- Joseph England
- Marc Scudillo
- Steven Wang
- Alan Gubernick
- Larry Seigelstein
- William St. Clair, IV
- Ryan Tyrell
MailPoet page
Posts
- Q2 2024 Market Perspectives
- 2024 Investment Market Outlook
- Q2 2023 Market Recap
- Q1 2023 Market Recap
- The Importance of Maintaining Participant Beneficiary Forms
- New Year, New You, New Financial Resolutions
- Q4 2022 Market Recap
- MarylandSaves Developments
- 401(k) and IRA limits are increased for 2023
- Q3 2022 Market Recap
- 529 Plan Benefits: Is a 529 Plan the Right Education Savings Tool for Your Family?
- MarylandSaves: What You Need to Know About the State’s New Retirement Savings Program
- What You Need to Know About I Bonds
- Climate, Tax, and Healthcare: What’s Inside the Inflation Reduction Act
- Retirement Reform: What Secure Act 2.0 Means for You
- When Is It Time to Hire a Financial Advisor?
- Q2 2022 Market Recap
- State-By-State Comparison: Where Should You Retire?
- Retirement Planning Strategies: Retirement Mistakes You Should Avoid
- Q1 2022 Market Recap
- Cost of Inflation: What Are the Effects of Inflation?
- Supply Chain Issues: How Supply Chain Challenges Are Impacting our Economy
- There is still time to fund your IRA for 2021!
- Q4 2021 Market Recap
- 2022 Retirement Plan Contribution and Gift Tax Limits Announced
- What is in Biden’s Proposed $1.75 Trillion Framework
- Q3 2021 Market Recap
- Retirement Strategies - How long will my money last?
- Do You Have a Spending Plan for Retirement?
- Six Ways Women Can Gain Financial Momentum Post Pandemic
- Q2 2021 Market Recap
- Simple Methods for A Painless Tax Preparation
- Estate Planning Documents: How to Get Started With Estate Planning
- Q1 2021 Market Recap
- What You Need To Know About The New Stimulus: The American Rescue Plan Act
- There is still time to fund your IRA for 2020!
- State-by-State Comparison: Where Should You Retire?
- Q4 2020 Market Recap
- What You Need to Know About the New Stimulus Act
- Things to Consider Before Taking a 401(k) Distribution Due to COVID-19
- Health Insurance for Retirement: What are your options and how do you prepare?
- Long-Term Care Planning: Do You Need Long-Term Care Insurance?
- Retirement Tax Planning: How Do Taxes Impact Your Retirement Savings?
- When Should You Start Taking Social Security?
- Is your Investment Plan Ready for Retirement?
- Market Recap: Q3 2020
- New PPP Loan Rules Released
- It’s Not Too Late to Reverse Your 2020 RMD
- Six Ways to Regain Financial Balance
- How the COVID-19 Pandemic Is Changing How We Conduct Business
- Market Recap: 2nd Quarter 2020
- You Can Apply Early For PPP Forgiveness
- New PPP Loan Forgiveness Application
- What the Paycheck Protection Program Flexibility Act Means for Business Owners
- How the SECURE Act Impacts Your Business
- Updated Paycheck Protection Program Information
- My Husband Asked me for a Divorce… Now What?
- Don’t Fall Victim to Coronavirus Cybersecurity Threats
- The Coronavirus Bear and Its Place in History
- Market Recap - 1st Quarter 2020
- How can the Paycheck Protection Program help business owners?
- How the CARES Act Impacts Your Retirement Plan
- What You Need to Know About the CARES Act
- Relief for Businesses During Coronavirus Outbreak
- How The SECURE Act Can Impact Your IRA
- What The Families First Coronavirus Response Act Means For Your Business
- Tax Deadline Extension - Pay and File by July 15th
- Is The Coronavirus Different?
- Will the Markets Recover After Coronavirus?
- What to Do If Family Members Ask You for Money
- Impact of Coronavirus on Your Investment
- There's still time to fund your IRA for 2019!
- Market Recap: 4th Quarter 2019
- Charitable Giving And Gifting Strategies This Holiday Season
- Market Recap: 3rd Quarter 2019
- Don’t Take a Back Seat Regarding Your Family’s Finances
- Save Smarter, Not Harder
- A Contractor’s Hidden Tool – The Davis-Bacon 401(k) Plan
- What You Should Know About Libra, Facebook’s New Cryptocurrency
- Back-to-School Expenses
- Should You Rent or Buy Your Next Home?
- Market Recap: 2nd Quarter 2019
- How Do My 401(k) Contributions Affect My Taxes?
- Everything You Need to Know About the FIRE Movement
- How Currency Exchange Will Affect Your Next International Trip
- Married to an Addict – How to Protect Your Finances from Addiction
- Is a Roth Conversion Right for Me?
- Business Planning and Life Insurance
- Why You Need Disability Insurance
- Renting Your Property
- Cybersecurity Solutions to Protect Your Business and Family
- Will Your Assets Last Through Retirement?
- Bring Financial Literacy Programs to Our Schools
- Should I Use Target-Date Investments?
- Market Recap: 1st Quarter 2019
- Why Do I Owe on My Taxes This Year?
- Should My Pet Be Insured?
- Divorce Advice and Support for Women
- Financial Steps to Take When a Loved One Passes Away
- What are Catch-up Contributions and Should You Use Them?
- What Are Auctions and Should You Go to One?
- Thinking Of Borrowing From Your 401(k)? Read This First!
- Challenging Typical Domestic Roles
- There's Still Time to Fund Your IRA for 2018!
- LGBTQ Financial Planning
- Social Security Surviving Spouse Benefits
- Fourth Quarter 2018 Market Recap
- The Power of Habits
- Battle of the Sexes: The View on Money
- Should You Let Your Kids Study Abroad?
- Child Care Costs
- Are You on Track to Meet Your Financial Goals?
- Understanding the Difference Between a Health Savings Account (HSA) and a Flexible Spending Account (FSA)
- When Should You Collect Social Security?
- What Happens to My 401(k) Plan When I Leave My Job?
- 7 Signs It's Time To Fire Your Financial Advisor
- Yes, We Can Pay Off Our Student Debt!
- Leasing vs Buying a New Car
- 3rd Quarter 2018 Market Recap
- Planning for a Special Needs Child
- How to Save Money on Fitness
- What Happens to a 529 Plan if Your Child Doesn't Go to College?
- Seven Things to Do Before You Buy Your First House
- A Business Woman’s Worth: Strategies for Speaking Up and Getting a Raise
- Fall Financial Check-Up
- Relief from Student Loan Debt for Maryland Residents
- 7 Ways to Save Money on Your Next Vacation
- Tips for Preventing Fraud
- Protecting Seniors from Financial Fraud and Exploitation
- Teen Driver Expenses
- How to Be Healthy in Retirement
- Second Quarter 2018 Market Recap
- How Much Should You Contribute to Your Company’s 401(k) Plan?
- 7 Key Tips to Get Started With Life Insurance
- Expressed vs. Unexpressed Wishes: Understanding What Your Customer Craves
- Can a Side Hustle Make You A Millionaire?
- Money Lessons to Teach Your Kids
- 7 Facts about Health Savings Accounts That You May Not Know About
- Five Financial Hacks for College Students
- Four Great Apps for Business Owners
- What to Do During Market Volatility
- What Should You Do with Your Tax Refund?
- Tips for Contributing to Your Company’s 401(k) Plan
- Market Recap: 1st Quarter 2018
- How to Talk to Your Kids About Money
- Seven Financial Benefits of Marriage
- Where Should You Retire?
- Are You Ready To Buy Your First Home?
- Our 7 Favorite Creative and Unique Scholarships
- Should you Contribute to a Roth or Traditional IRA Account?
- New Tax Law Brings Added Benefit to 529 Plans
- There's Still Time To Fund Your IRA For 2017!
- Contractor? You Can Save Your Business Money With This 401(k) Tip!
- How Inflation, Returns, Taxes and Fees Affect your 401(k)
- 2017 Market Recap
- The Power of Storytelling
- Year-End Financial Planning Strategies
- How Will the New Tax Bill Affect Me?
- The Gift of Giving Through Qualified Charitable Distributions
- 'Tis the Season to Manage Holiday Financial Stress
- The Psychology of Investing
- Simple IRA vs 401(k)
- 4 Things You Should Know About Long-Term Care Insurance
- 7 Ways to Rock Your Twenties: How to Invest in Happiness, Finances and Relationships
- Maximizing your After-Tax Returns through Asset Location
- 7 Not-So-Spooky Parallels between Trick-or-Treating and Retirement
- Intro To Investing: Types of Investments
- Is Asset-Based Long-Term Care Right For You?
- Don’t Let Taxes Bust Your Budget
- 8 Easy Steps To Take After The Equifax Data Breach To Protect Your Credit
- Financial Considerations for Women in their 30s, 40s, and 50s
- 4 Tips To Boost Your 401(k)
- I Just Got a Tax Notice! Now What?
- The Nuts and Bolts of Asset Allocation
- Don’t Be The Next Victim Of A Cybersecurity Breach: Protect Yourself With These Simple Tips!
- Playing Matchmaker - You & Cash Balance Plans
- The Ultimate Guide To Planning a Magnificent Event
- Considering a New Ride For Your Business?
- Will The New DOL Rule Impact You?
- 529 FAQ
- Don’t Let Finances Get in the Way of your Happily Ever After
- How To Work With Your Financial Advisor
- Getting Started With Medicare
- Lean & Clutter Free Machine
- Changes in Latitude, Changes in Attitude
- Make Your Retirement Dreams Come True
- New Year’s Resolutions for Small Business Owners
- What You Need To Know About Britain's EU Referendum
- January 2016 Market Update
- Welcome to the new Online Home of Prosperity – An EisnerAmper Company
Print