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Insights & Education

Retirement Prosperity Group hosts Holiday Client Mixer

By Lisa Barram | November 24, 2017

We had such a great time this past week at our Holiday Client Mixer! So many clients came out and got to meet each other while enjoying great food and music! Our Estate Planning Attorney, Healthcare Agency and CPA were all in attendance chatting with clients about any questions or issues…

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What is a Transfer on Death Designation?

By Lisa Barram | November 17, 2017

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…

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Another successful Estate Planning 101 Event!

By Lisa Barram | November 13, 2017

  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

By Lisa Barram | November 12, 2017

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…

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Founders, Lisa and Daniel Barram featured in MDRT Magazine!

By Lisa Barram | November 10, 2017

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…

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In-house Estate Planning 101 Workshop

By Lisa Barram | November 7, 2017

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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Retirement Doesn’t Have to be an All-or-Nothing Proposition

By Lisa Barram | November 1, 2017

The majority of childhood is composed of leisure time, the main chunk of adulthood combines work and play, and then the expectation is to return to play mode during retirement. The issue with that traditional cycle is some people fine enjoyment in working. There is a growing trend to retire…

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Investing for the Long Term

By Lisa Barram | October 26, 2017

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…

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The William Penn Inn October 24th

By Lisa Barram | October 25, 2017

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…

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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

The Bay Pony Inn October 12th

By Lisa Barram | October 13, 2017

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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