Women play a big role in today’s workforce. Make sure you’re optimizing your tax planning strategies.
Financial Advice & Planning for
Financial Advice for
https://prosperion.us/wp-content/uploads/2021/07/box-of-chocolates.jpg 430 1000 Danny Kellogg https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Danny Kellogg2021-07-14 14:57:512021-07-14 14:57:51Many Americans Face a Bitter-Sweet Early Retirement. What Should They Do?
He was sitting on a bus stop bench outside a tranquil park, wearing a khaki suit, checkered blue shirt and sneakers. A plain white box rested on his lap when he greeted a stranger and offered her a chocolate saying, “My Mama always…
https://prosperion.us/wp-content/uploads/2021/04/pigg-bank.png 468 936 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2021-04-21 14:30:562021-04-21 14:31:155 Important Actions To Take During Financial Literacy Month
Happy Financial Literacy Month! Financial literacy is the ability to understand your comprehensive financial situation and make effective, optimal decisions using all the financial resources you have available. Financial literacy is a lifelong…
https://prosperion.us/wp-content/uploads/2021/03/woman-doing-taxes.jpg 624 936 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2021-03-11 09:33:242021-03-11 09:33:24How Women Business Owners Can Save For Retirement And Reduce Taxes
Women are expected to live another 21 years after retiring at age 65––three years longer than their male counterparts. Despite this fact, women are shockingly ill-prepared for retirement, having fewer investments and less money saved on…
https://prosperion.us/wp-content/uploads/2021/02/forbes-top-advisors-steve-booren.png 1292 2658 LPL Financial https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png LPL Financial2021-02-23 11:27:472021-02-23 11:27:47PRESS RELEASE: Steve Booren Recognized in Forbes as a 2021 Best-in-State Wealth Advisor
DENVER, Colo. — February 11, 2021 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 34 in Colorado in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights…
https://prosperion.us/wp-content/uploads/2021/02/Picture1.jpg 312 624 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2021-02-22 11:30:332021-02-22 11:30:33What I Do & How I Help
Planning is a part of life. We plan our days, our years, our vacations, our careers…the list goes on. It’s easy to get so caught up in the day-to-day planning and focus only on what’s in front of us that we forget to do the most important…
https://prosperion.us/wp-content/uploads/2021/01/2021-pathway.png 391 977 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2021-01-25 17:30:512021-01-25 17:30:51It’s A New Year! Is It Time To Reevaluate Your Financial Plan?
A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition…
https://prosperion.us/wp-content/uploads/2021/01/world-is-temporarily-closed.jpg 868 1500 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2021-01-05 13:48:002021-01-05 13:48:00Improving Investor Behavior – Hindsight in 2020
They say hindsight is 20/20, and as we make the year 2020 hindsight, it's a good time to reflect. What did we learn? What surprised us? How can we use our past to make our future bigger and better? It was former Secretary of Defense Donald…
https://prosperion.us/wp-content/uploads/2020/12/gold.jpg 657 1500 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2020-12-07 10:09:462020-12-07 10:09:46Why Do People Really Buy Gold And What Are The Alternatives?
Warren Buffet once said, “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again, and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching…
https://prosperion.us/wp-content/uploads/2020/10/Your-7-Point-Checklist-For-When-Life-Suddenly-Changes.jpg 512 1024 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2020-10-27 09:38:052020-10-27 09:38:05Your 7-Point Checklist For When Life Suddenly Changes
Let me start with a story. I live in Denver, Colorado, with my husband, Brian, and our two beautiful daughters, Addie and Eden. One perfect day in Breckinridge, Colorado, we were doing what we love to do as a family—snow skiing at our favorite…
https://prosperion.us/wp-content/uploads/2020/10/woman-with-glasses.png 468 936 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2020-10-01 13:54:112020-10-01 13:54:11Your Comprehensive Financial Planning Guide For Women
Over half of the wealth in the U.S. is controlled by women. You are probably reading this because you are one of those women. Finances can be intimidating, so I have dedicated my career to helping women like you gain the confidence to take…
https://prosperion.us/wp-content/uploads/2020/04/cares-act-highlights.jpg 500 1200 Administrator https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Administrator2020-04-03 10:11:442020-04-03 12:02:25Highlights of the CARES Act
Late last week the senate passed and the President signed the CARES stimulus package designed to, among many things, curb the financial turmoil created in the wake of the Coronavirus. This $2.2 trillion, 800+ page legislation offers meaningful…
https://prosperion.us/wp-content/uploads/2020/03/cycle-of-market-emotions.jpg 434 1010 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2020-03-20 11:55:122020-03-20 12:45:41Timeless Truths & The Cycle of Market Emotions
Just 30 days ago, on Feb. 18th, markets were at all-time highs. Today, fear grips the market and recession is at the top of every financial pundits’ mind. Benjamin Graham, said to be one of the best investors of all time, and a mentor to Warren Buffett reminds us: Control what you can control: yourself, your emotions and your response (or behavior) to those emotions.
https://prosperion.us/wp-content/uploads/2020/03/panic.jpg 816 1500 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2020-03-12 09:10:342020-03-12 09:10:34Improving Investor Behavior – Investing in Panic
A lot can change in 30 days. One short month ago, markets were knocking on the door of all-time highs, businesses were doing well, and Joe Biden was behind several candidates in the Democratic primaries. Oh, how things change quickly. Very…
https://prosperion.us/wp-content/uploads/2020/02/rollercoaster-e1582906425919.jpg 825 1496 Administrator https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Administrator2020-02-28 09:19:222020-02-28 09:20:02A Note to Clients on Virus Volatility
As I’m sure many of you are aware, this past week has been a difficult one for investors. The broad market indices have seen swift and dramatic drops, leaving many scared, confused, and upset. Make no mistake; it is moments like these that define all of us as investors. Fear is an emotion, and one that can quickly snowball into an all-out panic. We’ve often said your behavior as an investor will ultimately have a far greater effect on your outcome than when or how you are invested. This is one such moment.
https://prosperion.us/wp-content/uploads/2020/01/steve-booren-forbes-top-advisor.png 1328 2732 LPL Financial https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png LPL Financial2020-01-31 08:45:262020-01-31 08:45:26PRESS RELEASE: Steve Booren Recognized in Forbes as a 2020 Top Wealth Advisor in Colorado
DENVER, Colo. — January 30, 2020 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 26 in Colorado in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights…
https://prosperion.us/wp-content/uploads/2019/12/sp500decade2.jpg 2060 4000 Administrator https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Administrator2019-12-18 13:25:512019-12-20 11:19:29The Decade in Review
As financial advisors we’re constantly advocating for investors to maintain a long-term view. We consider it to be fundamental, not only as an example of good investor behavior, but as a way of minimizing the emotional toll of “riding the rollercoaster”. But what does it mean to have a long-term perspective? How long is long enough?
https://prosperion.us/wp-content/uploads/2017/07/tvbaale3jqw.jpg 720 1280 Nelisha Firestone https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Nelisha Firestone2017-07-20 14:08:162017-07-20 14:21:11Ladies, Use These Tips to Give Your Financial Confidence a Boost
I recently came across an article titled, “Warren Buffet invests like a girl.” As a female financial advisor, I wasn’t sure if that was a compliment or jab. Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help. Women tend to do their research, invest calmly, and exercise patience. These are all great attributes to sticking to a long term plan.
https://prosperion.us/wp-content/uploads/2016/07/role_of_a_fiduciary.png 424 757 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2016-07-27 17:07:022017-11-16 10:06:00The Role of a Fiduciary – Putting Your Interests First
As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts. Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.
https://prosperion.us/wp-content/uploads/2015/05/challenges_facing_women_investors.png 425 758 Sybil Praski https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Sybil Praski2015-05-26 17:31:402017-05-23 12:47:20The Biggest Challenges Facing Women Investors
As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.
https://prosperion.us/wp-content/uploads/2014/06/preparing_heirs.png 425 761 Sybil Praski https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Sybil Praski2014-06-02 21:15:242017-05-22 15:58:01Are your Heirs Prepared for Their Inheritance?
We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?
https://prosperion.us/wp-content/uploads/2014/03/new_service_preparing_heirs.png 426 761 Sybil Praski https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Sybil Praski2014-03-20 19:55:242017-05-22 15:58:03New Service: Preparing Heirs
Families, with the prudent guidance of professional advisors, typically do a very good job at preparing the assets to transfer to the heirs through the pre-transition planning processes of estate and tax planning, investment management, and philanthropy. But what is lacking is preparing the heirs to receive and manage the assets – the missing link in estate planning.
0 0 Sybil Praski https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Sybil Praski2014-02-06 21:55:382017-12-07 15:01:11Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit
Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit,…
https://prosperion.us/wp-content/uploads/2013/11/advice_for_empty_nesters.png 424 759 Craig Arfsten https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Craig Arfsten2013-11-08 16:35:472017-05-22 15:58:40My Advice for New Empty Nesters
Empty nesters respond to this life change in a few different ways, many of which we see in our office first hand. Many parents, especially mothers, become depressed, sad or lonely.
https://prosperion.us/wp-content/uploads/2013/10/new_baby_checklist.png 716 1277 David Morrison https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png David Morrison2013-10-24 17:24:082017-05-22 15:11:13The New Baby Financial Checklist
https://www.youtube.com/watch?v=tZPHWXuqJqc Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do…
https://prosperion.us/wp-content/uploads/2013/10/financial_advice_for_newlyweds.png 715 1276 John Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png John Booren2013-10-10 16:32:072017-05-22 15:11:08Financial Tips for Newlyweds
https://www.youtube.com/watch?v=0nuO7lQgY_s As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found…