@ProsperityWS

Fee-only wealth management and financial planning with a personal touch.

 Birmingham, MI
ProsperityWS.com
Joined July 2020
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Women SEEN 2023: Meet the Speakers seenthemagazine.com/people/w…
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Five Tips for Caring for an Aging or Disabled Family Member thestreet.com/retirement-dai…
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4 Smarter Ways to Give to Charity

It's important to be smart when giving to charity and here are 4 ways to do that.

cdn.jwplayer.com
4 Smarter Ways to Give to Charity thestreet.com/retirement-dai…
America's top 1% lost $1.5 trillion in the stock market in the first three months of 2022, before the bear market really took hold bloomberg.com/news/articles/… via @wealth

America’s Top 1% Lose $1.5 Trillion on Stocks Before Bear Market

New Fed data show the losses piled up by rich Americans this year through March, when the decline in equities was just getting started.

bloomberg.com
9 Advisors Show What Their Client Meeting Rooms Really Look Like: Advisors' Advice at.law.com/5aNC7z?cmp=share_…
Some economists say a recession is inevitable. Should you pay off your mortgage now? Consider these factors first. marketwatch.com/story/some-e…

Some economists say a recession is inevitable. Should you pay off your mortgage now? Consider these...

Financial experts generally recommend clearing debts ahead of an economic downturn, but mortgages might be an exception.

marketwatch.com
Navigating a Post-Pandemic Divorce thestreet.com/retirement-dai…
Mom or dad moving in? What to know about becoming a caregiver cnb.cx/3CQCVru
When taxpayers reach age 50 they are eligible to save on federal income taxes through catch-up contributions to IRA and 401(k) plans and more extras - aarp.org/money/taxes/info-20…
Managing Risks, Gifting, and Legacy Planning thestreet.com/retirement-dai…
3 ways practicing gratitude can help your financial well-being this Thanksgiving marketwatch.com/story/this-t…

3 ways practicing gratitude can help your financial well-being this holiday season

There can be greed and fear in investments, but what about gratitude?

marketwatch.com
Planning Opportunity & Schedule A – What’s Left after SALT? thestreet.com/retirement-dai…
Here's how the richest Americans use retirement accounts to avoid paying millions of dollars in taxes bloomberg.com/news/articles/… via @wealth

The Hottest Tax Break for the Rich Is a Middle-Class Retirement Account

More than $279 billion sits in IRAs with at least $5 million each. They allow the wealthy to avoid taxes and pass on their fortune.

bloomberg.com
money.com/investing-tips-sto…

3 Tips for Managing Your Investments as Stocks Keep Hitting Record Highs

Financial advisors discuss when to rebalance, and when the best move is no move.

money.com
Thank you to everyone who voted for Prosperity Wealth Strategies LLC in the WDIV Local 4 News/ClickOnDetroit Vote 4 the Best contest. Excited to announce I'm in the Top 5! #financialplanning #wealthmangement #topfive #thankyouforyoursupport
Roth Conversion and Charitable Giving thestreet.com/retirement-dai…
Personal finance experts offer practical advice to Americans age 50 and up as they adjust spending and savings habits for a new post-pandemic normal. - aarp.org/money/budgeting-sav…

10 Tips on Post-Pandemic Spending and Saving Habits 


Personal finance experts offer practical advice to Americans age 50 and up as they adjust spending and savings habits for a new post-pandemic normal.

aarp.org
How to prepare for possible tax hikes investmentnews.com/playlist/… via @investmentnews
Watch my 3Questions Interview with Mark on how to prepare for potential tax hikes and check out the cover story. #financialplanning #wealthmanagement #prosperity 'Heeding tax winds, advisers chart new financial tactics for clients' investmentnews.com/heeding-t… via @investmentnews
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