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Archive for October 2017

Investing for the Long Term

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…

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The William Penn Inn October 24th

Have you heard about the new Tax Changes that are occurring for 2018? We talked a little about this at our Dinner Seminar last night at The William Penn Inn! Retirement and your Investment Strategies are important to review with updated industry information. Come to one of our Free Dinner Seminars to learn about your…

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The Bay Pony Inn October 12th

Retirement, retirement planning, 401(k), annuities, income for life, tax free, social security maximization, tax free retirement, lisa barram, daniel barram, prosperity, long term care, ltc, ed slott

Everyone last night at our Dinner Seminar was ready to learn about Retirement and how to plan for their future! We had a lot of great questions asked and answered! Join us at our next FREE Dinner Seminar! Click HERE for details!

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Welcome Our New Estate Planning Attorney!

We are excited to announce that we have an addition to the Retirement Prosperity Group family!   Welcome, Guy F. Matthews, Esquire as our new Estate Planning Attorney: At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together as a team in order to…

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RPG featured in Philly.com: Fretting over North Korea and your portfolio? Don't, say local money managers

Are North Korea’s threats keeping you up at night, making you fret about your portfolio? Should you be raising cash? No, and don’t worry — we’ve survived worse before, say local money managers and investment advisers. “Investors should never react to short-term events like terrorism or wars,” said Dan Roccato, founder of Quaker Wealth Management…

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The Buck Hotel October 4th

Lisa Barram, Retirement, Daniel Barram, 401(k), annuities, tax free, long term care, retirement plan, nursing home, fixed index annuities, tax free income, income for life, estate planning

Don’t Let Political Uncertainty Effect Your Retirement! The Buck Hotel  –  Feasterville, PA October 4, 2017 Tonight was a very interactive night with our audience at The Buck Hotel in Feasterville, PA! Preparing for Retirement? Have questions about what your next steps should be? We offer free consultations and information on what the best holistic plan…

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