Blog
Articles & Updates
The Fall Financial Reset: September Is the New January
Fall naturally brings structure: kids back in school, vacations behind us, and routines returning. With four months left in the year, it’s the perfect time to pause, reset, and make small adjustments that can have an outsized impact. At Plan & Prosper, we call it your “second January.”
Why Talking About Money Is the Most Powerful Thing You Can Do (Especially for Women)
What You Need to Know AboutWhy Talking About Money Is the Most Powerful Thing You Can Do (Especially for Women)By Ruthanne Monteleone, CFP® & Seth Borders CFP®, CPWA®We’ll talk about almost anything—health, relationships, career struggles—but when it comes to...
What You Need to Know About the One Big Beautiful Bill (OBBB)
Our mission has always been to help you make informed financial decisions, and the level of interest in this bill shows we’re achieving that goal. The question we hear most:
“How does this affect my plan?”
From Colleagues to Co-Founders; We help clients Plan & Prosper
With over 25 years of experience between us, we knew we were ready to build something that reflected not just our credentials and expertise, but our values, our shared vision, and most importantly, the needs of the people we serve.
Weekly Market Commentary
Market Commentary | September 2nd, 2025
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Market Commentary | August 25th, 2025
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Market Commentary | August 18th, 2025
Economic indicators released this week reflect a complex and evolving macroeconomic landscape, marked by persistent inflationary pressures and a labor market that remains resilient but shows early signs of moderation.