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4/12/2021
9:00 am GMT+0000
Market News

Q1 2020 Market Recap

4/12/2021

The market posted a solid gain in the first quarter of 2021, despite the 10-Year Treasury yield increasing over 0.8% in the quarter as investors contemplated the implications of another stimulus...

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3/15/2021
1:35 pm GMT+0000
COVID-19, Market News

What You Need To Know About The New Stimulus: The American Rescue Plan Act

3/15/2021

On Thursday, March 11, President Biden signed the American Rescue Plan Act into law. The new stimulus will inject our economy with $1.9 trillion to help families, individuals, and businesses that...

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2/22/2021
2:06 pm GMT+0000
Blog

There is still time to fund your IRA for 2020!

2/22/2021

Your IRA is a great investment tool for your retirement. For 2020, you can contribute up to $6,000 into your IRA ($7,000 if you're age 50 or older). If you haven't filed your tax return yet, you...

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2/03/2021
2:39 pm GMT+0000
Retirement Planning

State-by-State Comparison: Where Should You Retire?

2/03/2021

If you'd like to move in retirement, you must consider the impact of taxes, cost of living, lifestyle considerations, and more. Below we break down the various factors you should consider if...

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1/11/2021
3:03 pm GMT+0000
COVID-19, Investment Management, Market News

Q4 2020 Market Recap

1/11/2021

October’s election-related uncertainty resulted in the worst month for the stock market since March, but the market recovered throughout November and December leading the market to post overall...

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1/04/2021
2:48 pm GMT+0000
COVID-19

What You Need to Know About the New Stimulus Act

1/04/2021

On Sunday, December 27th, the second COVID-relief stimulus was signed into law. The $900 billion legislation aims to help Americans who have been negatively impacted by the COVID-19 pandemic,...

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11/22/2020
10:00 pm GMT+0000
401(k), COVID-19

Things to Consider Before Taking a 401(k) Distribution Due to COVID-19

11/22/2020

The Coronavirus Aid, Relief and Economic Security (CARES) Act, signed into law on March 27, 2020, eases restrictions for retirement plan participants impacted by coronavirus to access their 401(k)...

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11/15/2020
10:00 pm GMT+0000
Insurance Planning, Retirement Planning

Health Insurance for Retirement: What are your options and how do you prepare?

11/15/2020

Many of us spend our working years on a company-sponsored health care plan, or perhaps on a spouse’s health care plan. When you (or your spouse) retire, you are likely going to make a change....

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11/08/2020
10:00 pm GMT+0000
Blog, Retirement Planning

Long-Term Care Planning: Do You Need Long-Term Care Insurance?

11/08/2020

A tough conversation to discuss with clients is the need for long-term care insurance. No one wants to think about not being able to take care of a loved one, let alone themselves. You work your...

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11/01/2020
10:00 pm GMT+0000
Retirement Planning, Tax Planning

Retirement Tax Planning: How Do Taxes Impact Your Retirement Savings?

11/01/2020

Taxes may have a significant impact on your retirement savings. While paying taxes is something we all must do, proper retirement tax planning can stretch your saved dollars much further. Income tax...

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Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
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