The 60-day rollover rule for IRAs offers a solution for short-term cash crunches, but extreme caution should be exercised when considering this strategy. Read on for how it works and how to avoid the potential pitfalls.
Blog posts
As parents age, helping with life tasks often falls to the eldest daughter, by default. A term has emerged to describe this: the daughterhood penalty, or what we call the daughter tax. Here’s how to navigate this so that no one feels over-burdened.
Blog posts
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.
Blog posts
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.
Blog posts
A gentle, practical guide to financial planning for widows, from the first steps that truly matter to the decisions that can wait. For younger widows in NKY & Cincinnati.
