TS Prosperity Group

08/27/2026

📋 August is National Make-A-Will Month, but a will is often just one piece of a complete estate plan. A comprehensive estate plan may also include powers of attorney, healthcare directives, beneficiary reviews and, when appropriate, trusts. Taking time to plan today can help reduce stress and uncertainty for your loved ones tomorrow.

Already have an estate plan? Use this month as a reminder to review it and make sure it still reflects your wishes.

Read our latest blog to learn more: https://hubs.la/Q04vqZdB0

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

A will is just the start. Learn how a complete estate plan can help protect your family and legacy.

08/25/2026

Being chosen to carry out a loved one's wishes is an honor, but it can also feel overwhelming. From gathering documents and managing assets to communicating with beneficiaries and handling expenses, there's a lot to navigate.

The good news? You don't have to do it alone.

At TS Prosperity Group, we're here to help provide clarity, guidance and support throughout the estate or trust administration process, so you can move forward with confidence while honoring your loved one's legacy.

Learn more about the responsibilities of executors and trustees in our latest blog: https://hubs.la/Q04vcXs10

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

Named executor or trustee? Learn key steps, responsibilities and fiduciary support to manage estates and trusts with confidence.

08/05/2026

We want to wish Trisha McCoid, VP of Wealth Planning, a very Happy Birthday! We hope you have an amazing day! 🎉

07/07/2026

Sometimes the most important parts of a plan are the ones we don’t think about. 🤔

In our latest blog, we share a simple story that highlights why having a “spare key” to your financial life matters. It’s not just about planning for the future; it’s about making sure the people you love can step in and help when it matters most.

Taking a few steps today can make a big difference tomorrow, providing clarity, reducing stress and keeping your loved ones from being left with difficult decisions.

Read the full blog here: https://hubs.la/Q04mwkQ80
Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

Protect what matters most with estate planning. Learn why a financial power of attorney is the key to your financial security.

06/30/2026

When the right people come together, better outcomes follow.

The Prosperity Trifecta brings financial planners, tax professionals and attorneys into one coordinated approach, creating a more complete, 360° view of each client’s plan.

With clear communication, shared strategy and a focus on the client, every piece works together the way it was designed to.

Contact us today to schedule your free discovery meeting to get started: https://hubs.la/Q04mvCDX0

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

06/23/2026

When most people think about legacy planning, they think about documents. But it’s about much more than that.

True legacy planning is about the values, intentions and impact you leave behind, not just the details on paper.

Read more: https://hubs.la/Q04ltl6d0

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

Legacy planning goes beyond documents. Discover how thoughtful planning protects families, values and future generations.

06/16/2026

Could one of the smartest financial moves you make also be one of the most meaningful?

Generosity isn’t just about giving, it can play a powerful role in your overall financial plan. When it’s intentional and aligned with your goals, it supports both your well-being and your future.

Read more: https://hubs.la/Q04ltkCj0

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

Plan purposeful giving with your financial strategy and discover how generosity can strengthen your well-being and future.

05/18/2026

We’re excited to welcome Jennifer McCord as SVP of Wealth Advisory at TS Prosperity Group. 🎉

Jennifer brings 20 years of experience in financial services, with a strong background in private banking, investment management and leadership. Her passion for helping others extends beyond her career, with longtime involvement in mentoring, community leadership and local organizations.

Based in Council Bluffs, Jennifer will play an important role in guiding clients through their financial journeys while strengthening our commitment to the communities we serve.

Join us in welcoming Jennifer to the TS Prosperity Group family.
🔗 Learn more:

TS Prosperity Group welcomes Jennifer McCord as Senior Vice President of Wealth Advisory in Council Bluffs.

04/03/2026

We were proud to support our own Trisha McCoid, also a MICAH House board member and the evening’s emcee at the 40th annual Champagne and Diamonds event. Trisha did a wonderful job helping bring attention to such an important cause that serves individuals and families across our community.

MICAH House provides emergency shelter, meals, counseling resources, an on-site health clinic, and hope to hundreds of children and adults each year. It was an inspiring evening celebrating the life‑changing work they do every day.

To learn more or get involved, visit, https://www.themicahhouse.org/