Blog
Articles & Updates
Elder Financial Abuse: What Every Family Should Know
Every year, older adults lose billions of dollars to financial fraud. Many of these cases go unreported—not because they aren’t serious, but because they’re often difficult to talk about.
When Should You Claim Social Security? The Answer Is More Personal Than Most People Realize
We believe the real question is much bigger: What claiming strategy creates the strongest overall retirement plan?
What RMD-subject Investors Should Have on Their Radars for 2026.
Required minimum distributions (RMDs) are unwelcome for many high-income retirees. The good news for RMD-avoidant seniors is that the RMD starting age has been sliding upward for the past several years.
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.
Weekly Market Commentary
Market Commentary | August 24th, 2026
The week’s economic data suggested the economy continues to grow at a moderate pace, while labor market conditions remained resilient and Federal Reserve policymakers maintained a cautious stance on inflation.
Market Commentary | August 17th, 2026
The week’s economic data pointed to a gradually cooling economy, with inflation continuing to moderate while consumer and housing activity showed signs of softness.
Market Commentary | August 10th, 2026
The week of August 3 was highlighted by a mixed set of economic releases that reinforced two key themes: business activity remained in expansion territory, while labor market indicators softened.