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Welcome Our New Estate Planning Attorney!

By Lisa Barram | October 10, 2017

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…


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

By Lisa Barram | October 5, 2017

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,…

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

The Buck Hotel October 4th

By Lisa Barram | October 4, 2017

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…


Cock N’ Bull Event September 21st

By Lisa Barram | September 29, 2017

Don’t Let Uncertainty Effect Your Retirement! Cock N Bull  –  New Hope, PA September 21, 2017 We had a great group tonight at our “Don’t Let Uncertainty Effect Your Retirement!” Dinner Seminar at the Cock N’ Bull in New Hope, PA! Are you interested in learning more about how to prepare…

Ed Slott, Retirement Planning, Financial Planning, Retirement, IRA, Roth, Retirement prosperity Group, Lisa Barram, Daniel Barram

Well-known IRA expert, Ed Slott delivers tax-saving strategies at Client Event

By Lisa Barram | August 16, 2017

Blue Bell, Pa., August 9, 2017 – Ed Slott, author and host of PBS special, “Ed Slott’s Retirement Road Map” recently spoke to over 300 attendees at an educational event hosted by local Firm – Retirement Prosperity Group. Slott delivered a seminar titled, “Your Plan, NOT the Government Plan –…


RPG in The Huffington Post:  6 Great Tips to Help You Retire and Not Go Broke

By Lisa Barram | April 28, 2016

Not having to work has two sides to it. It can be both sweet and sour, but it is an era that we all will face if we live long enough. It is wise to be visionary in planning what those days will be like for us before we step…


Social Security – Still Requires Proper Planning

By Lisa Barram | April 21, 2016

By now most retirees or those near retirement have heard that Congress eliminated the ability of American’s to take advantage of two advanced social security filing strategies – File and Suspend and Restricted Application. As everyone knows the US Budget has been out of control for some time, as of…


RPG in Inc. Magazine: Your Team Can Make or Break Your Business–Here’s How

By Lisa Barram | April 12, 2016

To grow your company, it’s time to rethink how you lead your people. Today we need innovators and problem solvers everywhere in an organization and we need shared accountability and ownership from everyone. This is the foundational perspective that will push culture to turn invigorating. It seems like an abstract…


RPG in Forbes Magazine: 5 Ways To Implement Education-Based Marketing

By Lisa Barram | December 10, 2015

Education-based marketing is the sharing of knowledge with the purpose of building trust. It is a strategy that establishes credibility and trust with your customers by using educational messages. Today’s consumer lives in a highly digital and immediately gratifying consumer environment. They don’t have to buy unless it is on…


Long Term Care Solutions today

By Lisa Barram | June 9, 2015

As people are living longer than ever, the question arises not only of how to pay for longer retirements, but how to ensure that you have enough money or insurance to cover long-term care costs that could become necessary many years in the future and last many more. Furthermore, the…