The Prosperity People
What a “Personal CFO” Does For You

Looking for a fiduciary near me? Here is what a personal CFO actually does, the ongoing, fee-only role that looks after your whole financial life across Northern Kentucky and Greater Cincinnati.

What a “Personal CFO” Does For You
Blog posts
The Prosperity People
Smart Holiday Budgeting

The holidays have a way of sneaking up on your wallet. Between gifts, travel, food, decorations, and a dozen small "just this once" purchases, it's easy to end January staring at a credit card bill that doesn't match the memories you made. A little planning now can mean a lot less stress later.

Smart Holiday Budgeting
Blog posts
The Prosperity People
Rebuilding Finances After Divorce or Loss: A ...

Life after divorce for women is a rebuilding of your finances and yourself. A warm, practical guide to the concrete steps that help you start over. Serving NKY & Cincinnati.

Rebuilding Finances After Divorce or Loss: A Fresh Start, Step by Step
Blog posts
Kelley C. Long
What Is the Daughter Tax? Hidden Costs of ...

As parents age, helping with life tasks often falls to the eldest daughter, by default. A term has emerged to describe this: the daughterhood penalty, or what we call the daughter tax. Here’s how to navigate this so that no one feels over-burdened.

What Is the Daughter Tax? Hidden Costs of Caring for Aging Parents
Blog posts
The Prosperity People
How to Choose a Retirement Financial Advisor ...

Looking for a retirement financial advisor near you? A plain-language guide to what they do, what to look for, and the questions to ask. Serving NKY & Cincinnati. 

How to Choose a Retirement Financial Advisor Who Fits Your Life

Smart Holiday Budgeting

Smart Holiday Budgeting

The holidays have a way of sneaking up on your wallet. Between gifts, travel, food, decorations, and a dozen small "just this once" purchases, it's easy to end January staring at a credit card bill that doesn't match the memories you made. A little planning now can mean a lot less stress later.

20 Years: Andy on Money, Meaning, and Prosperity

20 Years: Andy on Money, Meaning, and Prosperity

For two decades, Andy Pulsfort has spent his days at The Prosperity People getting to know our clients: their goals, their worries, their adventures, their milestones and the dreams their financial plans make possible. After 20 years of listening and learning, we thought it was time to turn the tables.