Prosperwell Financial

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Welcome to Prosperwell Financial

Prosperwell Financial is an investment company that helps individuals to successfully manage their wealth and have the confidence to be in control of their financial happiness.

Through an understanding of life experiences and sensible planning, Prosperwell helps clients achieve success using a unique and engaging process to build their confidence for making financial decisions.

Prosperwell is a woman-owned financial advisement firm that uses a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence.

We encourage you to click on our Seminars, Workshops and Events tab where you will find some of our upcoming workshops.  These workshops will help you grow to become more confident and in control of your finances. 

Please feel free to contact us if you would like more information or to set up a time to come in and meet with one of our associates.
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

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