Skip to main content
menu
  • Home
  • About
    • Our Story
    • Our Team
    • Our Values
    • Our Process
    • Our Approach
    • Our Clients
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Estate Planning
  • Resources
    • Financial Calculators
    • Useful Links
    • FAQs
    • Videos
    • Webinar Replays
  • Blog
  • Contact
  • Events
  • Account Access
  • NetXInvestor Login
  • Springtime landscape in mountains

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Hand holding a house key
Liz Van Pelt | Oct 25, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Liz Van Pelt | Oct 18, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
An exit sign in a modern office building
Liz Van Pelt | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Liz Van Pelt | Oct 4, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

Read More
Liz Van Pelt | Sep 27, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

Read More
Happy couple sitting in a park with their dog
Liz Van Pelt | Sep 20, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
Grandmother and granddaughter knitting together
Liz Van Pelt | Sep 13, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
Man with glasses leaning against a wall
Liz Van Pelt | Sep 6, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Read More
Senior couple in a meeting with a financial professional
Liz Van Pelt | Sep 1, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Read More
Row of townhomes
Liz Van Pelt | Aug 31, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Liz Van Pelt | Aug 30, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Businesswoman looking at her phone
Liz Van Pelt | Aug 28, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • Current page 12
  • Page 13
  • Next page Next ›
  • Last page Last »

Get the Conversation Started

Office

306 Prosperity Drive Suites 101 & 103
Knoxville, TN 37923

Contact Info

P | 865-690-0049
P | 865-523-9009
F | 865-690-0048
E | info@ppwmtn.com

     

Get in Touch

Securities and investment advisory services offered through Geneos Wealth Management, Inc. member FINRA/SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Geneos Privacy Policy      Geneos Form CRS

© 2025 Prosperity Partners Wealth Management, LLC. All rights reserved.