Prosperity Partners Wealth Management, LLC

07/17/2026

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

07/17/2026

Global wealth is rising fast, but the bigger story may be who is actually feeling it—and who isn’t.

07/16/2026

In a world of wars, trade wars and crop failures, bond yields need to be higher than they were because they offer so much less protection than they used to.

07/15/2026

The sprawling Rosenthal clan is meeting this weekend to reconnect and empower future generations with family wisdom on finding success.

07/14/2026

New research suggests most wealthy families aren’t having discussions with younger generations about the purpose or goals of family wealth.

07/10/2026

The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the gift and estate tax basic exclusion amount to $11,180,000 in 2018. It is $13,990,000 in 2025 ($13,610,000 in 2024). After 2025, the exclusion is scheduled to revert to its pre-2018 level and be cut by about one-half. Prior to 2...

07/09/2026

World Cup fans are bringing their soccer slang—here are a few phrases you’ll want to know.

07/08/2026

What happens when a stable career and a promising side business both start demanding your full attention?

07/07/2026

From the Whiskey Rebellion of the 1790s to Henry David Thoreau’s refusal to pay taxes to the 1,400 elected officials who signed an antitax pledge.

07/06/2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...