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Articles & Updates
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?”
From Colleagues to Co-Founders; We help clients Plan & Prosper
With over 25 years of experience between us, we knew we were ready to build something that reflected not just our credentials and expertise, but our values, our shared vision, and most importantly, the needs of the people we serve.
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.