The Prosperous Doc® Blog

2022 has been a less comfortable year for investors than the last decade. As a result, at the midpoint of the year, you may find yourself ...

One of the most meaningful aspects of accumulating wealth is the ability to give back. Families and individuals donate for a variety of reasons. ...

Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...

As your life changes, so do your plans, policies, and designations. Significant life events, like marriage, domestic partnership, birth, adoption, ...

Welcome to 2022! Like us, many of you have been waiting to turn the chapter from 2021. And, yet, here we are still with the pandemic, uncertainty ...

These days everyone seems to be asking, or at least it feels that way – “Should I be worried about inflation?” Is inflation transitory? Is it here to ...

Financial planning means different things to different people. To some it may simply mean investments; to others, insurance; to others, a Swiss bank ...

One of the most common questions we get from clients involves Roth IRA accounts. Everyone seems to have a general idea that Roth IRAs are good, but ...

As the new year begins, it can be challenging to keep track of all the new investment and tax changes and updates from one year to the next. This ...