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Articles & Updates
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.
Average Retirement Savings by Age: Summary, Analysis, and Strategies
By far the most common question we get asked? “How much do I need to retire?” The only right answer to that question is, it depends! Expenses, tax filing status, risk tolerance, and timeframe are all valid inputs that change that answer for everyone.
Medicare Open Enrollment 2026: What’s Changing and What You Need to Know
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 is your annual opportunity to make sure your coverage still fits your life.
Weekly Market Commentary
Market Commentary | July 16th, 2026
The week of July 6, 2026, was marked by several U.S. economic releases that pointed to continued economic resilience, while also showing pockets of moderation across services activity, housing, and energy inventories.
Market Commentary | July 6th, 2026
Last week’s economic releases reinforced a familiar theme: growth continues, but momentum is becoming increasingly mixed beneath the surface. Labor market indicators remained relatively resilient, manufacturing activity stayed in expansion, and consumer sentiment showed signs of stabilization despite lingering caution.
Market Commentary | June 29th, 2026
The week’s data reinforced a backdrop of steady but uneven economic growth, though several areas continue to show signs of moderation under tighter financial conditions.