09/02/2026
Ideas tend to be better when we can build them together.
On August 24th, the Prosperity Advisors Akron office brought together network members from across northeast Ohio for an afternoon of lunch, networking, and conversation. This provided a wonderful opportunity to exchange ideas and strengthen relationships.
Thanks to everyone who attended. We look forward to the next meetup!
08/14/2026
We always enjoy opportunities to spend time with our Prosperity Network of Advisors members from far and wide when we are gathered for a conference.
This year's Cetera Connect2Peers in Salt Lake City did not disappoint and provided us with great opportunities to gather and share best practices and powerful insights.
07/30/2026
Congratulations to president, chief retirement officer, and financial advisor, Eric Johnston CFP®, and the entire InFocus Financial team on twenty years of serving clients and their community!
We're proud to celebrate this milestone with the team and wish them continued success. Here's to many more years of partnership with InFocus as they help individuals and families achieve their financial goals!
https://www.retireinfocus.com/
07/28/2026
Congratulations to chief investment officer and partner, Brett Jergens, on his 5th "Prosperiversary" today, July 28th! Brett, thank you for choosing our team to share your years of hard work and knowledge with!
07/13/2026
Join us in celebrating partner and lead of our employee retirement plans team, Joe Pelle, on his 8th "Prosperiversary" with us on July 7th! Thank you for all you do, Joe - we're so glad you're part of our team!
07/09/2026
🚨 YOUR NEXT PARTY INVITE COULD BE A TRAP
Our team came across this one and wanted to pass it along.
Hackers are hijacking actual friends' accounts to send fake invites via Evite, Paperless Post, or Punchbowl.
THE DOMINO EFFECT:
▪️ You hit RSVP in a friend's email.
▪️ A fake login page steals your password.
▪️ The same invite blasts to your entire contact list from your account.
▪️ Hackers now have access to your banking, brokerage, and password reset services.
Here’s how to spot a fraudulent party invite!!!
🔍 Check the Sender: Real Paperless Post invites come from an official paperlesspost.com address, Evite from evite.com, and Punchbowl from punchbowl.com, not a personal email address.
Protecting your wealth starts with protecting the email tied to it. Hope this helps!
07/03/2026
This 4th of July is a milestone year! 🗽
It’s our nation's 250th birthday.
Hope most of you are enjoying a long weekend celebrating this historic anniversary. From our family to yours, wishing you a happy Independence Day weekend. 🎆
07/01/2026
A huge congratulations to chief operations officer, Glenda Christopherson, on her 37th "Prosperiversary" today, July 1st! Glenda, your years of hard work and dedication mean so much. We are incredibly grateful to have you as a member of our team!
06/26/2026
Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and federal aid eligibility.
New rules will limit how much some students and parents can borrow. Parent PLUS loans will be capped at $20,000 per year and $65,000 total per student, while new caps will also apply to graduate and professional degree borrowing.
Repayment options are also changing. New federal loan borrowers will have fewer choices, with options narrowing to a tiered standard repayment structure or a new income-driven option called the Repayment Assistance Program.
Borrowers currently enrolled in SAVE may also need to choose a new repayment option, with loan servicers expected to send notices about next steps.
Pell Grant rules are changing as well, including expanded eligibility for some short-term workforce training programs.
For borrowers and students, the takeaway is simple: watch for communications from loan servicers, confirm contact information is current, and review available options before deadlines arrive.
Source:
A major student loan overhaul takes effect July 1. Here's what borrowers need to know.
The changes will affect how much students and their parents can borrow, as well as their repayment options.
06/24/2026
A big congratulations to director of business administration, Sally Jenkins, on her thirteenth "Prosperiversary" coming up on June 26th! Thank you for your years of hard work and dedication Sally, we appreciate all that you do for the team!