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/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 17:07:022017-05-22 15:55:13The 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.
Sybil Praski https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Sybil Praski2014-02-06 21:55:382017-05-22 14:48:31Press 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.
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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…