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Insights & Education

Long Term Care Benefit Pool

August 31, 2018
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Founders Lisa and Daniel Barram Meet Michael Kitces

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…

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Register for our upcoming Medicare 101 Class!

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…

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Continuing Education Classes: Join Us in Our Office

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…

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Little-Known Law helps pay for Long Term Care

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…

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

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…

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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?

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,…

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2017 Year-End Tax Tips: Maximize Your Return

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 —…

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

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…

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