Every year, thousands of retirees relocate to new states seeking better weather, lower costs, or a fresh start. But three financial planning considerations can catch even sophisticated retirees by surprise—areas where a seemingly smart move can quietly undermine years of careful planning. From hidden tax traps to obscure property laws, here's what often gets overlooked.
There is something deeply comforting about a bowl of homemade cream of tomato soup. Mackey’s recipe transforms simple ingredients into a flavorful soup that is worlds away from any canned version.
In a world where success is often measured by accumulation, there’s a growing recognition among accomplished individuals that true fulfillment comes from contribution. The question isn’t joust “How much can i earn?” but “How much can I impact?”
This shift represents the difference between charity and philanthropy, between reactive giving and purposeful impact
The fourth quarter of 2025 is just getting started, but blink and it will be over—now is the time to take stock of your financial picture and make strategic adjustments before the calendar flips to 2026.
Every October, financial professionals and organizations across the country come together to observe National Financial Planning Month. This annual initiative, established by the Financial Planning Association (FPA), serves as a powerful reminder that financial wellness isn't just about having money—it's about having a plan.
You’ve set up your initial Prosperity Plan and are trying it on for size. But there’s one piece of a financial plan in particular that tends to get put on the back burner: the estate plan.
