Prosperity Wealth Advisors, Inc.
Blog

Always Be Financially Prepared: What We’ve Learned From COVID-19

To say that that current pandemic has complicated the financial world of everyday works would be an understatement. Businesses have closed their doors. People are filing for unemployment by the millions. Overall, the uncertainty may be terrifying for many of our clients and loved ones. However, we also see it as an opportunity to prepare…

Read More...

Tax Season: Know Your Deductions

It’s that time of year again: tax season. Taxes are due on April 15, and the weeks leading up to that due date filled with days of stress. We want to make sure that you are as prepared as possible this tax season. This is especially true as changes caused by government tax reform take…

Read More...

SECURE You Retirement

3 Things You Should Know About the SECURE Act The world of finance is continuously shifting, whether it’s through stock market trends or how you need to file your taxes. Retirement is no different. At the end of 2019, significant changes were in the world of retirement finance as the President signed the new SECURE…

Read More...

TAX DIVERSIFICATION: THE 3 TYPES OF ASSETS YOU SHOULD KNOW

Diversifying your assets to help safeguard your retirement savings isn’t by any means a new concept. In fact, it’s expected. What most people neglect to take into consideration is how tax can be a deciding factor in how you organize your financial portfolio. Allocating your investment income to more than one type of account can…

Read More...

RETIREMENT IN SMALL BUSINESS: START PLANNING TODAY

For many people, their companies supply retirement plans as incentives for their employees, whether it’s a 401(k) or stock in the company. When you become the boss, the search for retirement plans can become looming. You just opened your small business, and retirement is the last thing on your mind. However, searching for the ideal…

Read More...

SO, YOU’RE STARTING YOUR BUSINESS: TOP 3 THINGS TO REMEMBER WHEN PLANNING YOUR BUSINESS

You have taken the first step in achieving your dreams and started your business. However, starting your business is only a fraction of the journey. Now, it’s time to help your business grow, from the income to the employees. Often, the most important parts of small business planning can get pushed aside by the rush…

Read More...

PLANNING FOR YOUR BUSINESS’S SUCCESS: TOP 4 QUESTIONS YOUR BUSINESS PLAN SHOULD ANSWER

Starting your own business can be terrifying yet exciting whether it’s a brick-and-mortar storefront or an online business. The possibility for complete success or utter failure can keep you in a constant state of stress. However, starting your business with the right business plan can make all the difference in keeping you on track and…

Read More...

WHAT IS SEQUENCE OF RETURNS: REDUCING YOUR PORTFOLIO’S VOLATILITY AND REDUCING YOUR SEQUENCE RISK

No matter how long you plan and save for retirement, there will always be an element of risk in your finances. If you put too much of your retirement plan in equities, any unforeseen market volatility can be the difference between a happy retirement and needing to find part-time work. This risk of not being…

Read More...

HOW TO PREP FOR RETIREMENT NO MATTER YOUR AGE

Through the fog of stress and long-hour days, retirement is not something that regularly comes to mind in your 20s. You have years until you’re 62. There are other things to save for: a new car, a house, bills. However, those early years are integral to later retirement happiness. Now, as that retirement age draws…

Read More...

NEW HORIZONS IN YOUR SUNSET YEARS: 4 WAYS TO SAVE ON TRAVEL IN RETIREMENT

We are fortunate to live in such a big world filled with a plethora of sights and cultures to enjoy. That is why so many people wait until retirement to travel the world, no longer hindered by the responsibility of work. However, this also means having to either save more money before retirement or being…

Read More...

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 813.321.1572.