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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 | April 20th, 2026
This week’s macro releases pointed to a still-resilient economy with pockets of persistent inflation, particularly at the producer level, alongside continued softness in housing activity.
Market Commentary | March 13th, 2026
Economic releases over the week reinforced the narrative of moderating growth amid persistent inflation pressures. In addition, the services sector showed continued cooling.
Market Commentary | April 6th, 2026
Economic data released last week reflected continued moderation across several areas of the U.S. economy, alongside persistent inflation pressures in select sectors.