Advisor Dialog

Thinking about Retiring? 5 Steps to Get Started

Posted 05/3/13 by retirement

So you’re thinking about retiring. That’s a big decision. The goal is to plan an enjoyable retirement, but wait too long and it may vanish. Here are five steps you can take today to start planning for an enjoyable retirement.

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How to Control Your Finances When the Sky is Falling

Posted 03/8/13 by craigchart

Sometime during the past 12 years, everyone, even those with the strongest convictions, questioned the market’s ability to recover. But it always did. So what lessons can we take away from this? I think the message is simple, focus on what can be controlled.

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Debt Ceiling 101

Posted 01/22/13 by ceiling

We just avoided the fiscal cliff and now we’re headed for the debt ceiling. So in this Prosper On I want to set the record straight. I’ll start with an explanation of the debt ceiling and then take a look at the arguments for raising it and why that’s not the best idea.

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Prosper On: The Year-Long Hangover – Tax Changes for 2013

Posted 11/27/12 by taxes

American taxpayers will have more than just a hangover to deal with come January first. With new tax laws taking effect at the start of 2013, even the non-party goers could be feeling the pain. These changes are broad, significant and far more complicated than they have been in years past. While the details are [...]

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Fiscal Cliff 101

Posted 10/22/12 by cliff

Those who can explain complex ideas in simple ways always amaze me. That’s why I took an interest in the book “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money”, written by Carl Richards. He has the ability to simplify complex personal financial concepts with a drawing on the back of a [...]

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