Prosperity Pathways

09/02/2026

One of the biggest financial mistakes?

Waiting until you "make more money" to get organized.

More income doesn't automatically create more clarity.

Sometimes it just creates bigger decisions, more accounts, more taxes, and more opportunities to make mistakes.

A good financial plan isn't about how much you make.

It's about making sure the money you do make is actually working toward the life you want.

09/02/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

09/01/2026

September is here.

Four months left in the year.

Plenty of time to make progress on the financial goals you set back in January.

You don't need to completely overhaul your finances.

Just ask yourself:

What's one financial decision I can make this month that puts me in a better position by year-end?

Small adjustments now can make a big difference later.

08/31/2026

Before August ends, ask yourself one question:

Are you more financially organized today than you were at the beginning of the month?

You don’t need to completely overhaul your finances every month.

One account reviewed.
One beneficiary updated.
One savings increase.
One question finally answered.

Small improvements add up.

September is another opportunity to keep moving forward.

08/31/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

08/30/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

08/30/2026

Blog #35: A financial plan is more than investments and projections. It creates a process to organize your finances, define your goals, identify gaps, take action, and adjust as life changes.

Discover what a financial plan actually does and how the planning process helps organize your finances, define goals, identify opportunities, and adapt as life changes.

08/28/2026

You’re allowed to enjoy the money you worked hard for.

Financial planning isn’t about saving every dollar or saying no to everything you want.

It’s about knowing what you can spend today while still feeling confident about tomorrow.

Plan for the future. Enjoy the present, too.

Have a great weekend!

08/28/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

08/27/2026

Having more accounts doesn’t necessarily mean you’re more diversified.

You can have a 401(k), IRA, brokerage account, and a few old retirement accounts and still own many of the same investments across all of them.

The number of accounts isn’t what matters.

It’s what you actually own underneath them.

Sometimes simplifying and coordinating everything is just as important as adding something new.