Insurance: The Part of Your Financial Plan You Hope You’ll Never Need
How thoughtful risk management helps protect the nest egg you’ve built when life doesn’t go according to plan. When...
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The Biggest Financial Blunder Most Mid-Career Professionals Make
One thing we continue to see after performance review season: Some employees receive 3% raises. Others receive 11%. And...
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The Trump Account: Turning $1,000 Into a Long-Term Wealth Strategy
Most people will open this account and leave the most valuable part sitting on the table. Here’s what’s easy to miss...
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Protecting Your Personal Information in a Digital World
Here at PRI, we take your Personal Identifiable Information (PII) seriously. Cybersecurity is also a top priority, which...
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Why Your HSA Might Be the Most Powerful Account You Own
Why Your HSA Might Be the Most Powerful Account You Own In the world of personal finance, Health Savings Accounts (HSAs)...
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Retirement, We Have a Problem: Why 80% of Your Investments in Retirement Accounts Could Spell Trouble
In last month's post, we explored some common limitations of 401(k) plans and other employer-sponsored retirement...
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The 401(k) Trap: What You Need to Know
Executive Summary High Fees and Limited Options Some 401(k) plans offer a limited selection of investment options and...
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A Season of Generosity: Exploring Donor Advised Funds for Charitable Giving
As the holidays approach, this season naturally brings out a unique spirit of generosity. Many individuals begin...
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Why Your Savings Account May Not Be as "Safe" as You Think
Executive Summary Cash and Inflation: Holding too much cash may reduce your purchasing power over time. Growth Potential...
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Money Ghosts: Haunting Our Financial Decisions
As the chill of fall settles in and Halloween approaches, the Vandenburg household is buzzing with excitement over...
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The True Price of Savings: How Inexpensive Choices Can Lead to Larger Expenses
As we move into fall and the year’s final quarter, my wife and I recently had our latest "money date." We typically...
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Supporting the Military Community through Service
At Prepared Retirement Institute, we're proud of the expertise and dedication our team members bring to their work each...
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