Wealth | Prosperity Trek by Prosperity Concierge

When Not to File for College Financial Aid

When it comes to filling out financial aid forms there are some families that have high incomes or a lot of wealth that have every reason to question whether it is worth the effort.

First, check to see how you stand for aid eligibility by going to collegeboard.com and use the College Board’s Expected Financial Contribution, or

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Financial Decisions When You Get Married

Money is an important subject for married couples. You can get your marriage off to a good start financially by talking about how you’ll handle your finances. Then, do a few things, like make a budget, and you’ll have set a good foundation for moving forward as newlyweds.

Budget

Having a budget is very important, as you

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Use Debt Wisely to Build Wealth for Enjoyment and Sharing

For most of us, debt and borrowing money is a fact of life. However, debt can also be a financial tool to provide us with leverage that we can use to build net worth and wealth that we can, in turn, leverage to enjoy life and give back to others.

While cash can be used for

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The Retirement Account Rollover: How to Preserve Your Wealth

An important retirement concern for many of us that affects our wealth protection and accumulation is on how best to make a rollover decision when changing jobs.

On a recent 401(k) Benchmarking Survey conducted by Deloitte, 22 percent of employers surveyed revealed that their employees find rollovers to be the most confusing part of their retirement plan.

“Rollover” is

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Wealth-Building Missteps on Your Prosperity Trek

A Prosperity Trek is a journey of many steps to build wealth and use it for enrichment, fulfillment and helping others. Here are some missteps that can take you off track.

Unprotected Assets

It’s not going to do you much good to build up your wealth if you let it slip through your fingers. Any number of

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Prosperity: More than a Portfolio and an Income Stream

Contemplating life changes on your Prosperity Trek? You will need more than a solid portfolio and income stream during the transition. You may need the skills of a holistic or financial life planner, a person who can listen well, help you plan, ensure your finances are in order and get you motivated to make that

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Protect Your Wealth by Minimizing, and Not Fearing, Market Volatility

Volatility in the markets is often perceived as a risk to investors – keeping them out of the markets altogether and forcing them to store their wealth where they’ll earn a low return in “safe” investments. It’s true that in financial circles the definition of risk is volatility.

If volatility is keeping you out of the

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Index Funds, Tax-Managed Funds and ETFs - Low-Cost, Diversified

If you are maxing out your 401(k), IRA and any tax-deferred or tax-exempt retirement account, or you want to diversify across taxable and non-taxable holdings, you are in luck.

There are investments that can give you a diversified global portfolio at very low cost. If you are diversified, you don’t have to worry about your wealth

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Prosperity Trek by Prosperity Concierge

Prosperity Treks

When Not to File for College Financial Aid

Financial Decisions When You Get Married

The Retirement Account Rollover: How to Preserve Your Wealth

Wealth-Building Missteps on Your Prosperity Trek

Protect Your Wealth by Minimizing, and Not Fearing, Market Volatility

Index Funds, Tax-Managed Funds and ETFs - Low-Cost, Diversified

Prosperity Concierge

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