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Why Your Medicare Premium May Reflect Income You No Longer Earn
Medicare Part B premiums for 2026 rose to $202.90 a month, an increase of $17.90 from 2025 and just under 10 percent. For higher earners, that increase compounds when a surcharge, called the Income-Related Monthly Adjustment Amount,...
Read MoreSelling Investment Property? Understanding 1031 Exchanges and DSTs
Explore how 1031 exchanges and Delaware statutory trusts (DSTs) may help investment property owners defer taxes and reduce management duties, plus key deadlines, risks, and planning considerations.
Read MoreBorrowing in a Higher-Rate World: Looking Beyond Mortgages and HELOCs
A home purchase, renovation, or major expense often raises a familiar question: should we use cash or borrow? With Freddie Mac’s average 30-year fixed mortgage rate at 7.40% as of October 15, 2026, financing decisions deserve careful...
Read MoreHigher Inflation: What It Means for Your Portfolio
September inflation rose as hiring slowed. Prosperity Financial Group explores what higher prices and slower growth mean for the Fed, bonds, stocks, and diversified portfolios.
Read MoreOne Shot to Get It Right
Most financial decisions can be revisited. A portfolio can be rebalanced next quarter, or a budget adjusted next month. But a handful of decisions do not work that way. You may only retire once. Or help parents as they age, or receive...
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AI Gives Answers. Guidance Requires Judgment.
Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the...
Read MoreIPO Reality vs. The Headline Narrative
When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it's everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the...
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