Prosperity Growth Strategies

12/12/2023

–If you’re nearing (or already in) , it’s important to have a strategy for your holiday spending. You can still celebrate the holidays while being careful. Learn more from this article: https://www.schwab.com/learn/story/unwrap-new-approach-to-holiday-spending

12/08/2023

What’s the difference between a variable and a ? Read our blog to get informed:

What are the differences between a variable annuity, a fixed annuity, and a fixed indexed annuity? Which one should you purchase?

12/05/2023

What is the “4% Rule” of ? How much of your retirement nest egg should you be spending each year? Try using Nerdwallet’s calculator:

To estimate how long your money will last in retirement, weigh annual expenses against total savings plus investment returns over time. Three strategies can help.

12/01/2023

–Don’t “take the bait” if someone approaches you with an opportunity that seems too good to be true. Read our blog:

America has lost 54% more income from online scams compared to last year. What can you do to protect against them?

11/28/2023

Should you begin taking early, or wait? Believe it or not, depending on your situation, taking at the earliest possible time may be the right strategy. Learn more: https://www.wsj.com/personal-finance/retirement/social-security-benefits-early-retirement-4d360605?mod=retirement_news_article_pos3

11/23/2023

11/21/2023

The has announced the for 2024–Learn more by reading this article: https://www.nerdwallet.com/article/taxes/tax-changes #:~:text=For%20the%202024%20tax%20year%2C%20the%20standard%20deduction%20will%20increase,%241%2C100%20for%20heads%20of%20household

11/19/2023

Travel tip for :
If you’re traveling the day before Thanksgiving, the best time to leave so you don’t get caught in the rush would be before 11 AM. Traveling via plane? Here are some tips for that:

With about 30 million travelers expected to jam U.S. airports this year and storms in the forecast, you may want to take an extra helping of patience, too.

11/15/2023

Did you know that Monday - Wednesday are the best days of the week to mail your important financial documents? Learn more here: https://www.nasdaq.com/articles/dont-mail-a-check-or-other-financial-docs-on-this-day-of-the-week

11/11/2023

Will paying for benefits be a problem for you in ? Read our blog to learn more:

If you're concerned about whether or not you'll be able to pay for medicare benefits, you may want to reach out to us.

11/07/2023

Next year, you will be able to contribute more to your and some other accounts. Read this article to learn more:

Most workers will be able to put up to $23,000 into their 401(k)s and similar workplace retirement plans and up to $7,000 into an individual retirement account, the IRS said.

11/03/2023

What is the difference between a and a as a source of ? Should you rollover your 401(k) into an instead? Read our blog to learn more:

What are the main differences between a 401(k) and a pension? Why do people choose to "rollover" their 401(k) into an annuity?