PRO - Wealth Management

09/02/2026

A spending plan can help you build wealth because it encourages you to look at spending in a new way: intentionally.

Money doesn’t grow on trees — we all know that. But money does grow with discipline, time, goals, and a sustainable journey supporting it. With the pandemic, 2020 may have been a rough financial year, so how can you start 2021 with a fresh perspective? It’s all about sticking to a financial pl...

08/28/2026

College savings plans and prepaid tuition plans are the two main 529 plans. They may sound similar, but they have distinct differences. Let's dig in. https://prowealthinvest.com/blog/5-ways-professional-athletes-can-save-for-their-kids-college

08/26/2026

The reality is that it’s often simplest to give the money without the expectation of repayment with family and friends. https://prowealthinvest.com/blog/should-you-loan-money-to-family-and-friends

08/21/2026

Financial goals specifically can be used as a benchmark to answer some important questions. Let's take a closer look. https://prowealthinvest.com/blog/setting-better-financial-goals-and-sticking-to-them

08/19/2026

What is “risk tolerance,” and why does it change once you reach your golden years? https://prowealthinvest.com/blog/determining-risk-tolerance-in-retirement

08/14/2026

Whether you and your spouse already communicate about finances on a regular basis or if you will be talking about it for the first time, my team and I have put together a list of questions that you should explore.

Money is fluid and your goals and priorities will shift over time, so it is important for you and your spouse to make time for financial conversations. This will both strengthen your relationship and help you get your finances on the right track.

08/12/2026

What can make a person truly, unequivocally happy? Is it money, power, resources, or a combination of these things? Or is it something completely different? https://prowealthinvest.com/blog/can-money-make-you-happy

08/07/2026

Your retirement can and should be an exciting time in your life—one that you have worked hard for and earned. Let’s take a look at how you can start to build your retirement lifestyle one day at a time. https://prowealthinvest.com/blog/how-to-build-your-dream-retirement

08/07/2026

Ready for lift off? Next stop, Mars - at least that's been the hype around the latest IPO. SpaceX debuted in the public markets on June 12, 2026, to great fanfare, boasting the largest company...

08/05/2026

Your financial goals need to be rooted in purpose. When your finances are aligned with your values, you begin to look at your plan more holistically and are more inclined to stay on the right path.

Money doesn’t grow on trees — we all know that. But money does grow with discipline, time, goals, and a sustainable journey supporting it. With the pandemic, 2020 may have been a rough financial year, so how can you start 2021 with a fresh perspective? It’s all about sticking to a financial pl...