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 | October 12th, 2026
The economic data last week continued to point to a resilient U.S. economy, although the latest readings showed some moderation in service-sector activity alongside continued price pressures.
Market Commentary | October 5th, 2026
Inflation came in below expectations and Q2 U.S. gross domestic product (GDP) growth exceeded forecasts, while labor data pointed to slower hiring. Together, the releases showed continued economic expansion alongside moderating labor demand and inflation above the Federal Reserve’s target.
Market Commentary | September 28th, 2026
Business sentiment surged to multiyear highs while labor market data continued to improve. However, several hard economic indicators have yet to fully confirm the growing optimism, creating an increasingly important question for investors heading into the fourth quarter.