Skip to main content
menu
  • Home
  • Who We Serve
  • Our Philosophy
  • Our Process
  • Our Team
  • Resources
    • Blog
    • Podcast
    • Estate Planning
  • Careers
  • Contact
  • Client Login

Blog

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Oct 23, 2024
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
Read More
fruit lot on ceramic plate by Jannis Brandt courtesy of Unsplash.

The "Best" Investment You Can Make Just in Time for New Years

Oct 11, 2024
Categories
Health
Retirement
Investments
As a financial planner, I frequently encounter the question, “What’s the best investment currently available?” For a...
Read More
default blog image

7 Milestones At Age 50 & Above

Sep 23, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
Read More
brown and black Wilson football by Dave Adamson courtesy of Unsplash.

When Fantasy Football and Portfolio Construction Collide: Diversification Lessons from Fantasy Football

Sep 13, 2024
There is an early crispness in the air here in Pennsylvania, signaling the start of football season. In the Vandenburg...
Read More

How to Beat Investing FOMO: The Power of Patient Wealth Building

Aug 23, 2024
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
Read More

Leaving an Impactful Legacy

Aug 13, 2024
Categories
Retirement
Estate Planning
Family
You’ve done the hard part. You've accumulated enough assets to comfortably sustain a work-optional lifestyle and feel...
Read More
Presidential Election

New presidential candidate? (What it could mean)

Aug 1, 2024
Categories
Investments
A lot has happened recently. Let’s review.
Read More
Feeling the "Vibecession"?

Feeling the "Vibecession"?

Jul 17, 2024
Categories
Investments
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
Read More
Close-up image of an elderly hand being held by a younger-looking hand

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Jul 3, 2024
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
Read More
Digital art of a lawyer standing next to a large document and gavel.

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jun 19, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
Read More
man carrying to girls on field of red petaled flower by Juliane Liebermann courtesy of Unsplash.

Navigating Insurance: Understanding Life, Long-Term Care, and Umbrella Insurance

Jun 11, 2024
Categories
Insurance
Insurance is a vital component of financial planning, offering protection and peace of mind against life's uncertainties...
Read More
man wearing academic gown by Charles DeLoye courtesy of Unsplash.

Completing the FAFSA: Your Key to Financial Aid

Jun 6, 2024
Categories
Education
As the academic year winds down, one crucial task looms for many students and families: completing the Free Application...
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Contact

215-997-5700
hello@pri-llc.com

Monday through Friday: 8:30 AM - 4:30 PM

Mailing Address

105 Montgomery Avenue
Lansdale, PA 19446

Physical Address

105 Montgomery Avenue, Suite 1053
Montgomeryville, PA 18936

Prepared Retirement Institute does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Investment Advisory Services provided by Prepared Retirement Institute, LLC.

Prepared Retirement Privacy Policy | Prepared Retirement CRS

By clicking on the referenced links, you are leaving the website of Prepared Retirement Institute.  In doing so, you assume total responsibility and risk for the use of the site to which you are linking.

© 2025 Prepared Retirement Institute All rights reserved.