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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 | August 31st, 2026
This week’s economic data continued to point to an economy that is still expanding, but with inflation remaining above the Federal Reserve’s target and the labor market showing few signs of material deterioration.
Market Commentary | August 24th, 2026
The week’s economic data suggested the economy continues to grow at a moderate pace, while labor market conditions remained resilient and Federal Reserve policymakers maintained a cautious stance on inflation.
Market Commentary | August 17th, 2026
The week’s economic data pointed to a gradually cooling economy, with inflation continuing to moderate while consumer and housing activity showed signs of softness.