Financial Education Resources

Mari Fries, CFP® EA August 14, 2026 As my spouse and I drive to drop our daughter Zoe off at college, I can’t help but reminisce about my own college drop-off: the trips back and forth to the car as we unloaded my belongings and transformed a small, unfamiliar room into a home.  Some things [] The post The Credit Card Tables Might be Gone, but the Financial Trap Isnt appeared first on ProsperiTea Planning - Greenfield, MA .

The money can be in perfect shape while retirement still feels off. What the research says about the transition, and what the happiest retirees do differently.

529 or UTMA for a grandchild? How grandparents can fund education and more, plus the financial aid rule change and gift tax limits families often miss.

When should you claim Social Security? Why break-even math falls short, how couples' choices affect survivor benefits, and what the trust fund shortfall really means.

Happy Birthday Spencer Financial Planning! As of June 2026, we are now six years old, huzzah! Let’s look at where we are, where we’ve been, and what’s cookin’ for the future!