PRO - Wealth Management

05/27/2026

Meaning and value are subjective, but if you set intentions behind your financial goals, you will find that making the goals, and following through on them will be a much easier process. https://prowealthinvest.com/blog/setting-better-financial-goals-and-sticking-to-them

05/22/2026

An investment strategy that is based on the long term is something called liability driven investing. Let's look at why this is important. https://prowealthinvest.com/blog/determining-risk-tolerance-in-retirement

05/20/2026

Money is fluid and your goals and priorities will shift over time, so it is important for you and your spouse to make time for financial conversations.

Money is fluid and your goals and priorities will shift over time, so it is important for you and your spouse to make time for financial conversations. This will both strengthen your relationship and help you get your finances on the right track.

05/15/2026

Get a clear picture of your goals, values, and priorities. These are the elements that will determine the trajectory of your life, including your financial strategy. https://prowealthinvest.com/blog/can-money-make-you-happy

05/13/2026

If you stick to your plan, you will find that everything that will ultimately matter most to you will be within your reach.

It doesn’t matter that you’ve never wanted a yacht before, you’re feeling an overwhelming fear of missing out. Psychologists call this feeling “FOMO” and believe it explains many things, including the addiction many people have with their phones. They feel compelled to check them every few...

05/08/2026

Your retirement can and should be an exciting time in your life—one that you have worked hard for and earned. https://prowealthinvest.com/blog/how-to-build-your-dream-retirement

05/06/2026

A spending plan can help you build wealth because it encourages you to look at spending in a new way: intentionally.

Money doesn’t grow on trees — we all know that. But money does grow with discipline, time, goals, and a sustainable journey supporting it. With the pandemic, 2020 may have been a rough financial year, so how can you start 2021 with a fresh perspective? It’s all about sticking to a financial pl...

05/01/2026

College savings plans and prepaid tuition plans are the two main 529 plans. They may sound similar, but they have distinct differences. Let's dig in. https://prowealthinvest.com/blog/5-ways-professional-athletes-can-save-for-their-kids-college

04/29/2026

The reality is that it’s often simplest to give the money without the expectation of repayment with family and friends. https://prowealthinvest.com/blog/should-you-loan-money-to-family-and-friends

04/24/2026

Financial goals specifically can be used as a benchmark to answer some important questions. Let's take a closer look. https://prowealthinvest.com/blog/setting-better-financial-goals-and-sticking-to-them

04/22/2026

What is “risk tolerance,” and why does it change once you reach your golden years? https://prowealthinvest.com/blog/determining-risk-tolerance-in-retirement