Prosperity Partners Wealth Management, LLC

September Is the Stock Market’s Most Brutal Month—Will History Repeat Itself? There’s no single reason September has such a weak track record for stocks—but a few theories keep coming up. Should you worry this year?

📈 It’s 401(k) Day!

September is a great time to take a fresh look at your retirement savings. Whether you’re just getting started or have been saving for years, small steps today can lead to a more secure tomorrow.

Check out these 5 simple steps to help make sure your retirement plan is working toward your goals.

Never too little. Never too late. 💙💚

The US National Debt Is Wreaking Havoc With Bonds. Where We Go From Here. No one’s talking about a debt-free America anymore.

❤️ September is Life Insurance Awareness Month!

Life insurance is about more than a policy- it’s about protecting the people and plans that matter most.

Has it been a while since you reviewed your coverage? Your needs may have changed.

📺 Take a moment to watch this video and learn why reviewing your life insurance should be part of your overall financial plan.

Protect what matters most. ❤️

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8 Ways To Celebrate 401(k) Day And Boost Your Retirement Savings National 401(k) Day is a good excuse to check in on your retirement savings—and maybe make a few moves your future self will thank you for.

Making It Make Sense: The Roth 5-Year Rule The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

The Markets Have Been on a Roll. Is It Time to Hedge Your Bets? The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down.

Moving to Another State? Consider These Tax Moves Moving to a new state may have unforeseen tax consequences that can follow you long after settling in.