ProsperiTea Planning

07/04/2025

We're trying to digest the OBBB bill now. Here's a great synopsis, though:

06/17/2024

ProsperiTea Planning is hiring! Facebook won't allow me to link to the job listing, but if you know anyone seeking at least 30 hours a week of office operations, check the comments and maybe I can post it there.

06/15/2024

Prosperitea Planning representing at Franklin County Pride.

04/01/2024

We are proud to present our Employee of the Month for April, River Marsden! Congrats, River!

11/20/2023

We're hiring for tax season!

Entry-level tax season assistant needed. We hire at least a receptionist, but if someone has an interest in tax-prep data entry please apply and we’ll add

10/19/2022

Is there any chance that you might qualify for the new, expanded Public Service Loan Forgiveness? It's DIFFERENT than the $10K debt relief, AND it has a deadline rapidly approaching on October 31st.
If you have student loans that are over $10K AND you worked for (or expect to work for) a governmental or not-for-profit industry, check to see if your employer qualifies!

08/24/2022

Have student loans and wonder if they're forgiven? We're going to go through and help each person we serve individually on this. Feel free to drop us an email, though, to make sure we don't miss anything! (Feel free to ask questions for relatives, too!)

07/28/2022

This is a fantastic time to buy I Bonds. These days you have to do it online, through https://www.treasurydirect.gov/. They're giving a rate over 9% right now! The fine print: you have to keep them there for at least a year, and you lose 3 month's interest as a penalty if you withdraw them before five years, and you may only do up to $10,000 per person (or trust) per year... but it's a really great way to *benefit* from inflation right now if you've got money in savings to shift over to this.

Send an email to [email protected] if you'd like a step-by-step instruction sheet on how, exactly, to buy I Bonds online.

01/30/2021

What just happened with Game Stop and does it affect you?

In case this is on your mind, I thought I'd write to you about what I see as going on AND explain how/when we use nontraditional investing tools at