Scott-Prosser Financial

07/16/2025

Will Your Retirement Last as Long as You Do?
Many people plan for retirement—but few plan for longevity. What if you live to 95… or beyond? Will your money keep up?

If you’re planning for retirement, this is a must-read:

Is Longevity Planning the Missing Piece in Your Retirement Strategy? Planning for retirement is like preparing for a long road trip. You might have the route mapped out, hotel stays booked, and snacks packed but what if you don’t know how long the trip will last? Will it be two weeks? Two months? ...

07/04/2025

Freedom means more than fireworks and barbecues. This Fourth of July, as we celebrate the spirit of independence, take a moment to reflect on what freedom truly means to you.

06/12/2025

As you approach or settle into retirement, the last thing you want is for your investment portfolio to quietly drift away from your goals.

It happens more easily than you’d think.

The economy changes. Markets rise and fall. Interest rates shift. Taxes go up. And suddenly, the carefully planned balance you once had in your retirement portfolio may no longer reflect your needs, your comfort with risk, or your timeline.

That’s where rebalancing comes in.

As you approach or settle into retirement, the last thing you want is for your investment portfolio to quietly drift away from your goals. It happens more easily than you’d think. The economy changes. Markets rise and fall. Interest rates shift. Taxes go up. And suddenly, the carefully planned bal...

05/26/2025

This Memorial Day, we want to pause and remember those who gave everything for the freedoms we hold dear. Their sacrifice inspires us to honor their legacy by building a future filled with gratitude, strength, and hope. We remember. We reflect. We honor.

05/14/2025

Retirement isn't what it used to be.

The rules have changed - pensions are rare, Social Security faces uncertainty, and people are living longer than ever. That means your retirement plan needs to do more than just "get by." It needs to adapt.

If you're within 10 years of retirement - or already retired - and you want clarity about where your income will come from and how long it'll last, we're here to help.

Retirement today doesn’t look like it did for your parents. Pensions are disappearing, Social Security is under pressure, and people are living longer than ever. Add in market swings and rising healthcare costs, and it’s no wonder so many folks are feeling uncertain about their financial future....

05/11/2025

Wishing all the wonderful mothers out there a day filled with love, laughter and a little time to recharge your superpowers. Happy Mother’s Day!

05/01/2025

Retirement changes everything. The way you invest, how you use your savings, and the risks you take often need to shift as you move from accumulating wealth to using that wealth as income.

Retirement changes everything. The way you invest, how you use your savings, and the risks you take often need to shift as you move from accumulating wealth to using that wealth as income. Many retirees find this transition harder than expected. Some hold onto aggressive strategies that worked durin...

04/15/2025

Tax season: Done and dusted! Was your filing stress-free, or did you find yourself cutting it close? Proactive tax planning can help you keep more of your hard-earned money in your pocket and out of the IRS's. The team at Scott-Prosser Financial is here to discuss your taxes for next year. Call our office at (435)773-9444 to schedule a time to talk. Let's get ahead of 2026 tax season together!

04/09/2025

April is Stress Awareness Month - a timely reminder that stress impacts everyone, regardless of their stage in life or circumstances. It's an excellent opportunity to prioritize yourself by unwinding and recharging. What's your favorite way to relax and destress?

03/17/2025

May your day be filled with good fortune, hearty laughter and a touch of Irish luck. Happy St. Patrick's Day!

02/17/2025

Presidents Day is a time to honor our nation's leadership past and present and reflect on their influence in our daily lives. True leadership is about actions that inspire others.

01/17/2025

The 2025 tax brackets are here, and there are some changes you need to know about!

👇Click below for a simple breakdown of the 2025 tax brackets:

https://scottprosserfinancial.com/understanding-the-2025-tax-brackets/