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Frugal Hacks: 5 Simple Ways to Save $50 or More Each Week

Saving money, even with kids, doesn’t have to be a hard. As a financial advisor I tend to focus on things others might glance over, like the price of guacamole at Chipotle. (See #2 below) As a parent with young kids, it seems there are more of these little expenses popping up all time. But […]

Financial Checklist for New Parents

There’s nothing like the joys of becoming a parent…except for the stress and anxiety that comes with it. Some parents can roll with the punches—but others are better off planning each detail. Regardless, of which camp you fall, here is a financial checklist for new parents with things to do shortly after welcoming your new […]


The Real Cost of Baby’s First Year

My wife likes to comment on how I see everything in dollar amounts. Whether it’s buying a new TV or picking out cereal…I can’t help it, it’s just how I’m wired. I can’t be the only one, right? There has to be others out there who research six brands of car seat to discover the […]

The Making of Prosperion Planning

As advisors, we believe in helping people make the right choices at the right times. In finance that usually translates to helping those 55 and over with retirement planning, investment advice, and other money needs. We help to ensure their road to financial success doesn’t end before they need it to.    But we noticed […]