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Insights & Education

Founders Lisa and Daniel Barram Meet Michael Kitces

By Lisa Barram | May 7, 2018

This past week our Founders, Lisa and Daniel Barram, had the great opportunity to attend a meeting where Michael Kitces was a featured speaker. Michael holds 8 graduate degrees and designations including Certified Financial Planner, Chartered Financial Consultant, Registered Health Underwriter. He holds 17 years in the Financial Planning field and has conducted…

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Register for our upcoming Medicare 101 Class!

By Lisa Barram | April 23, 2018

This Class is for: Anyone Turning 65 in the next 12 months Anyone already 65 retiring off a group plan in the next 12 months Anyone on a Medigap Plan that has seen increased premiums Anyone with Questions about Medicare Register for our Medicare 101 Class at the Retirement Prosperity…

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Continuing Education Classes: Join Us in Our Office

By Lisa Barram | April 18, 2018

Here at Retirement Prosperity Group and Prosperity Advisers, LLC 2018 has gotten off to a great start!  Although the market has been up and down the clients and families that we serve have complete plans that keep their investments on track and allow them to live life despite market fluctuations.   Education is the foundation…

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Little-Known Law helps pay for Long Term Care

By Lisa Barram | March 30, 2018

In August of 2006, President Bush signed into law the Pension Protection Act of 2006. The Act had one great element: it helps individuals to get Long Term Care protection. This is achieved by providing tax advantages to those who exchange existing deferred annuities contracts or life insurance policies for…

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The Estate, Gift, & GST exemption amounts have changed.

By Lisa Barram | March 14, 2018

  Important Updates: The Estate, Gift, and GST exemption amounts have changed.   The IRS has just released revised inflation-adjusted amounts based on chained CPI as directed in the Tax Cuts and Jobs Act. Most numbers remained the same, including all income tax brackets. Here are the changes: The Estate…

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Retirement, Holistic Planning, Retirement Planning, 401(k), Annuities, Investing, Financial Services, Financial Future, Savings Account, Retirement Savings, Lisa Barram, Retirement Prosperity Group, Daniel Barram, Fiduciary

Fiduciary vs. Broker – What’s the difference?

By Lisa Barram | March 6, 2018

In the past few months, we have seen a rise in use of popular “designations” with the word Fiduciary in the title and I realize this may lead you to believe that someone who calls themselves, for example, an “Accredited Investment Fiduciary” is, in fact, acting as a Fiduciary, but that is not necessarily…

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2017 Year-End Tax Tips: Maximize Your Return

By Lisa Barram | December 19, 2017

As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox…

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Retirement Prosperity Group gives gift donations to the Kelly Anne Dolan Memorial Fund

By Lisa Barram | December 12, 2017

Thanks to our amazing clients here at Retirement Prosperity Group, we were able to donate 2 large boxes of unwrapped toys, books and over $400 worth of gift cards to the Kelly Anne Dolan Memorial Fund this year! We headed over to the Wissahickon Firehouse in Ambler, PA and dropped…

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Trends in Nursing Homes: Cultural Fit

By Lisa Barram | December 7, 2017

If you or a loved one needs nursing home care, wouldn’t it be nice to live in one that triggered fond memories and felt like coming home? A new trend in nursing homes is to create a community of similarly situated residents, such as those of a particular faith, ethnicity…

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