ProWealth Financial News Digest
This issue shares practical tips for smarter, happier financial living. Learn how to align money with happiness, get answers to common financial questions, enjoy guilt-free retirement spending, and understand what to consider when choosing a trustee to manage your legacy.
This issue offers practical advice for smarter money decisions and family financial planning. Learn how to avoid being your own worst enemy when it comes to investing, manage wedding costs without breaking the bank, and understand the “$1 More” retirement rule that can impact taxes and Medicare premiums. Plus, explore whether starting a new “Trump Account” for your child could be a smart addition to your financial strategy.
This issue explores key financial strategies for the new year. Learn whether a Roth conversion makes sense for your retirement plan, weigh the pros and cons of the “guardrails” approach to investing, and uncover tax surprises when selling a vacation home. Plus, a timely reminder that trying to time the market still doesn’t work—steady, long-term investing remains the smarter path.
This issue highlights legacy and life planning you can act on now: how to preserve your life story as a legacy, top U.S. spots for wellness-focused travel, practical steps for women preparing for retirement, and key financial considerations for physicians from student loans to contracts and insurance.
This issue highlights the new retirement savings rules for 2025, why a sabbatical can beat early retirement, smart options for unused 529 funds, and tactics to minimize taxes when taking gains—all in quick, practical takeaways.