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.
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.
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.
