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Articles & Updates
Fall Benefit Review: Why Now Is the Time to Take a Fresh Look
As we move into October, many employers are opening their annual benefit enrollment period. While the choices you make may feel routine, fall is an excellent time to step back and think about how your benefits fit into your broader financial plan.
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?”
Weekly Market Commentary
Market Commentary | February 2nd, 2026
Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that underscored a steady policy stance amid ongoing economic uncertainty.
Market Commentary | January 26th, 2026
Economic data released this week continued to show a U.S. economy growing at a steady, though gradually moderating, pace.
Market Commentary | January 20th, 2026
Markets spent the week sifting through economic data still distorted by the lingering effects of last year’s federal shutdown.