Blog
Articles & Updates
Welcoming 2026
Happy New Year! As we welcome 2026, we want to take a moment to thank you for your trust and partnership. This past year has been an exciting one for Plan & Prosper, and we’re thrilled to share some updates that will help us serve you even better in the year ahead.
Average Retirement Savings by Age: Summary, Analysis, and Strategies
Average Retirement Savings by Age:Summary, Analysis, and StrategiesBy Ruthanne Monteleone, CFP® & Seth Borders CFP®, CPWA®The Million Dollar Question: As Certified Financial Planners® we field a wide variety of questions. Some more common than others. By far the...
Medicare Open Enrollment 2026: What’s Changing and What You Need to Know
Medicare Open Enrollment 2026: What’s Changing and What You Need to KnowBy Ruthanne Monteleone, CFP® & Seth Borders CFP®, CPWA®It’s that time of year again—Medicare Open Enrollment runs from October 15 through December 7, and if you’re enrolled in Medicare, this...
Federal Reserve Signals Supportive Economic Outlook with Rate Cuts and Inflation Progress
On September 17, 2025, the Federal Reserve took a forward-looking step by lowering interest rates by 0.25%, bringing the federal funds target range to 4.00%–4.25%. This marks the first rate cut since December 2024 and reflects the Fed’s commitment to supporting the economy amid signs of softening growth and labor market conditions.
Weekly Market Commentary
Market Commentary | February 23rd, 2026
Last week’s data provided investors with a clearer sense of an economy that is still progressing but slowing at the margins, with steady activity in some areas and renewed caution in others.
Market Commentary | February 16th, 2026
Last week’s data reinforced a familiar theme: inflation is cooling, the labor market is stabilizing, and the consumer is becoming more selective.
Market Commentary | February 9th, 2026
This week’s data offered a mix of momentum and moderation. Manufacturing activity improved, but labor indicators softened, and price pressures — especially in services — remained elevated.