Planning Archives | Prosperion Financial Advisors

What You Need To Know: Computer Security for Everyone

This 1 hour Zoom video call co-presented by Scott Henke of Onsite Computer Consulting focused on recognizing and avoiding fraudulent emails, websites, and advertisements, and tips for keeping your passwords memorable and secure.

Events, Planning

What You Need To Know: Estate Planning

This 45 minute Zoom video call co-presented by Brown & Taylor will focus on common misconceptions about estate planning, four key documents you need, and other helpful insights about the planning process.

Families, Planning

The Real Cost of Baby’s First Year

My wife likes to comment on how I see everything in dollar amounts. Whether it’s buying a new TV or picking out cereal…I can’t help it, it’s just how I’m wired. I can’t be the only one, right? There has to be others out there who…

Latest Commentary

Finding Financial Happiness, Part 2April 22, 2024 - 10:22 am
Last month we discussed how Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income. That conversation focused on spending, and how increased inflation in housing, groceries and other necessities has made those higher incomes feel insufficient. For people feeling the angst of the uncontrollable (interest rates, inflation, etc.), I […]

What You Need To Know: Computer Security for Everyone

What You Need To Know: Estate Planning

The Real Cost of Baby’s First Year

Latest Commentary

Financial Services

Find Us On Facebook