Lisa Rae LaBoo, President
MBA, ChFC, CLU, CASL, RHU, REBC, RICP
Today's investment climate offers many opportunities*. At Prosperity Investment Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing guidance to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. For help with your financial management*, or for more information on Prosperity Investment Services, please contact us today.
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?