Missed our recent webinar, “Learn the ABCs of Medicare: How Your Income Impacts Medicare Premiums”? Watch the full recording to gain a clearer understanding of plan options, enrollment timelines, and how income affects your Medicare costs during open enrollment.

Question: I am in my 30s, and I keep hearing my friends talk about getting life insurance. Is this something I actually need? It looks like there are a lot of different types out there—what do I do? 

Question: My parents got life insurance on me when I was a kid. Now I’m an adult, what do we do with it?

At Prism Planning Partners, we recognize that the interplay of financial worries, physical illness, and mental strain can create a vicious cycle. However, we’ve also seen how achieving wellness in all these areas can create a virtuous cycle. Control and clarity about your finances can make you feel better, helping you stand straighter and sleep better at night. 

Society has trained us to “save, save, and save some more” for decades. As fee-only financial advisers, we’ve found that it’s tough for people to spend their life savings. So, how do we create a mind shift?

 Estate planning is one of the most critical components of a truly comprehensive financial plan. However, the process can be daunting, especially if you don’t have an estate plan or haven’t updated it. In such cases, meeting with a fee-only CERTIFIED FINANCIAL PLANNER™ Professional can provide a sense of relief, knowing that you are in capable hands.

A major global pandemic, economic uncertainty, fluctuating equities, and contentious political times can all contribute to stress, making investors susceptible to emotionally driven investment decisions. However, it's important to recognize that emotional investing rarely benefits investment portfolios.

In July 2025, Congress passed the One Big Beautiful Tax Bill, introducing major changes to the U.S. tax code. This post summarizes what’s staying the same and what’s new, including updates to deductions, tax brackets, estate planning rules, and provisions like the “No Tax on Tips” deduction and “Trump Accounts” for children. This guide helps you navigate these updates for informed financial planning.

Unfortunately, many Americans facing retirement are worried that their retirement savings will run out. So what can you do to make sure you don’t last longer than your money does? Here are five tips.

How do you know if you’re financially healthy? There’s no equivalent to a physical health check-up. However, by understanding and managing your financial health, you can take control of your future. The best route to financial health starts with a more holistic approach. Ask yourself these three questions