Prosperity Planning, Inc.

08/27/2026

We had such a great time at this year’s Family Law Conference! Dan Reiter had the opportunity to lead two sessions, sharing practical financial considerations that can help attorneys better support their clients through divorce. He covered key decisions around health insurance and Social Security, as well as the division and tax issues that can make retirement accounts and 529 plans particularly complex in divorce.

We loved connecting with so many family law professionals and are grateful to have been part of such a great conference.

08/18/2026

This past weekend, we had the opportunity to kick off football season while supporting KCMO Angels and the incredible work they do for children and families across Kansas City! 🏈 We’re grateful to everyone who joined us in supporting an organization that makes such an impact in our community. It was a great way to start the season!

07/27/2026

Prosperity Planning was proud to once again sponsor the Matt Mason Memorial "Cowboy UP!" Triathlon and volunteer to help prepare for race day. This incredible event honors the legacy of Navy SEAL Matt Mason while raising funds for scholarships and organizations that support veterans, military families, and the community. We're grateful for the opportunity to support such a meaningful cause!

07/16/2026

Shoutout to our incredible summer interns, Leah Meek and Avery Stephany! This week, they had the opportunity to present Investment 101 to the Chicken N' Pickle interns, sharing practical financial knowledge to help young professionals start their careers with confidence.

From opening your first investment account to understanding stocks, bonds, and other investment options, they covered the fundamentals of investing and why getting started early can make such a difference.

We're so proud of Leah and Avery for representing Prosperity Planning so well and helping the next generation build a strong financial foundation!

06/22/2026

Last Friday, we had a great time hosting our World Cup Watch Party at Chicken N' Pickle! Thank you to everyone who came out to cheer on Team USA and spend the afternoon with us. We loved seeing so many familiar faces and appreciate everyone who joined us!

05/15/2026

In honor of Women’s Health Month, Prosperity Planning was grateful to partner with NKC Health for an afternoon centered around women’s health and overall wellbeing. Guests heard from Dr. Laura Wolfe on important women’s health topics while connecting with others in our community over lunch and conversation. Thank you to everyone who joined us for such a meaningful afternoon!

05/05/2026

Ryan Noble recently represented Prosperity Planning at the 6th Annual Angel Cup in support of KCMO Angels.

The event brings the community together to raise awareness and support for children and families experiencing foster care, and we’re grateful to be part of it. It means a lot to support organizations doing such important work close to home!

05/01/2026

We were proud to celebrate this year’s Prosperity Planning Scholarship recipient, Ian Gold, at the Greater Kansas City Community Foundation’s Scholarship Breakfast.

Since 2011, the Prosperity Planning Scholarship has recognized students who demonstrate hard work and commitment to their goals. We’re excited to see what’s ahead for Ian at the University of Kansas!

https://hubs.la/Q04f8lr_0

04/27/2026

There’s a lot shaping today’s economic environment, and how it all connects matters. It was a pleasure to have economist Marci Rossell back for another economic update with the Prosperity Planning community. She always brings a perspective that helps put what we’re seeing into context.

From inflation and Federal Reserve policy to AI and inflation, she shared insight into the trends shaping today’s environment.

Explore the key takeaways and listen to the full recording on our blog:

Discover economist Marci Rossell’s perspective on today’s economy, including inflation, AI, and the key trends shaping what to consider next.

04/02/2026

What’s really going on with the economy right now? Find out in our upcoming call with economist Marci Rossell, PhD. We’re looking forward to welcoming her back on April 21st at 3:30 PM CDT to share perspective on changes with the Federal Reserve, oil prices, and the growing role of AI, along with what to keep in mind as you look ahead.

RSVP here: https://hubs.la/Q049tFfL0