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.
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.
If retirement is on the horizon, open enrollment might be your last chance to elect certain benefits that can go with you when you retire. Here’s what to know before you sign up.
Just inherited money and not sure what to do? A calm, plain-language checklist for what to do with inheritance money in your first 90 days, from securing documents to building a plan.
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.
In my experience working with thousands of couples on financial matters, I have found that true partnership in managing personal finances is a rarity. Most couples struggle with differing levels of aptitude, education, interest, and natural talent when it comes to money management. This imbalance often shapes how financial decisions and responsibilities are divided within the relationship.
