The Prosperous Doc^® Blog

Physicians and dentists work hard throughout their lives to take care of their families and experience a stress-free retirement. Estate planning is ...

Understanding how Social Security benefits work can be challenging. There are so many rules, the formulas may seem complex, and it is easy to feel ...

As holistic financial planners, all elements of one's finances take priority in our process. Whether it is protection planning, investment ...

It's common to see blogs and articles touting the wonders of Roth IRAs. When you understand the tax characteristics of these particular types of ...

The Social Security full retirement age (FRA) was 65 for many years. In 1983, Congress passed a law to gradually raise the age because of the changes ...

Inflation is hitting Americans where it hurts – their finances. According to a 2022 retirement planning study by Fidelity, more than 70% of ...

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 ...

Each year in late October or early November, the IRS reviews the contribution limit for tax-advantaged retirement plans. The changes implemented by ...

Social Security seems to always get a lot of press, at least in the financial media. For many years, there have been questions on whether the program ...