Looking for a retirement financial advisor near you? A plain-language guide to what they do, what to look for, and the questions to ask. Serving NKY & Cincinnati.
20 Years: Andy on Money, Meaning, and Prosperity
For two decades, Andy Pulsfort has spent his days at The Prosperity People getting to know our clients: their goals, their worries, their adventures, their milestones and the dreams their financial plans make possible. After 20 years of listening and learning, we thought it was time to turn the tables.
Financial Planning for Widows: Your First Steps, When You're Ready
Open Enrollment When Retirement is Near
Just Inherited Money? A Calm First-90-Days Checklist
Making the Most of Your Employer Benefits
Most people leave money and value on the table simply because they never take a close look at their full benefits package. Open enrollment lasts a few days, the paperwork is dense, and it's easy to just carry over last year's choices. But a little attention here can be worth thousands of dollars a year.
