Prosperity Partners Wealth Management, LLC

09/03/2026

National 401(k) Day is a good excuse to check in on your retirement savings—and maybe make a few moves your future self will thank you for.

09/02/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

09/01/2026

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down.

08/28/2026

Moving to a new state may have unforeseen tax consequences that can follow you long after settling in.

08/27/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

08/27/2026

“Go for it, as long as you don’t do anything.”

08/26/2026

While the Fed didn’t raise rates, the bond market did. That means hardship for home buyers and higher hurdles for A.I. data centers and the stock market. But it’s also a boon for retirees.

08/25/2026

Learn the signs of a "vacation hangover" and tips to ease the abrupt shift from relative freedom back into sustained attention, decision-making, and problem-solving.

08/21/2026

The digital environment makes it so easy to spend money. The key is to put a little friction between us and our purchases.

08/20/2026

Eye-opening changes to the speed and volume of work are not always translating into genuine productivity.