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Retirement Prosperity Group gives gift donations to the Kelly Anne Dolan Memorial Fund
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
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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2 Helpful Tax Strategies
If you’re like most taxpayers, you have no clue about the most effective tax strategies for these financial vehicles – especially if you lack access to expensive accountants and attorneys. Here’s some guidance. Here are two common situations and innovative solutions that might help. You are self-employed and want to…
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2 Ways to Allocate Assets
The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty. Whichever method you favor, diversification is still the way to go. Both asset allocation methods developed from…
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What is a Transfer on Death Designation?
Over the last few months, an increasing number of clients have been asking about transfer-on-death (TOD) designations and how it fits into their estate plan. TOD designations are quite common in the financial industry. They operate very similarly to a beneficiary designation on life insurance or a retirement account. After the…
READ MOREAnother successful Estate Planning 101 Event!
We had another great group for our in-house Estate Planning 101 Event today! After helping themselves to a light Brunch, our clients got the chance to mix and mingle and chat with others. During the class, clients were able to learn valuable information about Wills, Trusts, Inheritance Taxes, Living Wills…
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Retirement Prosperity Group Attends AMBUCS Charity Wine Auction Event
We were honored to be a part of the AMBUCS Wine Tasting and Auction Charity Event yesterday on Veterans Day A little about AMBUCS National AMBUCS, Inc. is a nonprofit charitable organization with a diverse membership dedicated to creating mobility and independence for people with disabilities. AMBUCS Members put the mission…
READ MOREFounders, Lisa and Daniel Barram featured in MDRT Magazine!
During the month of October, our Founders Lisa and Daniel Barram attended an exclusive industry event hosted by Million Dollar Round Table or MDRT for short. This is an “international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards…
READ MOREIn-house Estate Planning 101 Workshop
We had such an amazing time with all of our clients this past weekend during our in-house Estate Planning 101 Event! Clients came and got a chance to mix and mingle with other clients and enjoy some breakfast before the workshop taught by Guy F Matthews, Esquire started. Everyone got…
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