Individuals & Families News

Upcoming Changes to 401(K) Contributions in 2026 Individuals & Families

Upcoming Changes to 401(K) Contributions in 2026

  Terri Ritchie, CFP® Sr. Vice President, Sr. Prosperity Advisor   SECURE 2.0 Catch-Up Contribution…

Suncoast Equity Management And Prosperity AdvisorsNovember 17, 2025

Charitable Giving – Timing and Strategy Considerations Individuals & FamiliesUncategorized

Charitable Giving – Timing and Strategy Considerations

By Beth Dopking Neal, CFP® Sr. Vice President, Sr. Prosperity Advisor   On July 4,…

Suncoast Equity Management And Prosperity AdvisorsSeptember 29, 2025

Tax Law Update Individuals & Families

Tax Law Update

  Jeff Strouse JD, CRPC®, CEPA® President, Suncoast Prosperity Advisors Our take on the 2025…

Suncoast Equity Management And Prosperity AdvisorsAugust 5, 2025

Navigating Business Transitions Forum Recap Individuals & Families

Navigating Business Transitions Forum Recap

Suncoast Prosperity Advisors recently co-hosted the Navigating Business Transitions Forum with Hyde Park Capital for…

Suncoast Equity Management And Prosperity AdvisorsMay 13, 2025

Medicare Minute Individuals & Families

Medicare Minute

By Jeff Strouse JD, CRPC®, CEPA® President, Suncoast Prosperity Advisors   I recently received this…

Suncoast Equity Management And Prosperity AdvisorsMay 13, 2025

Tips for Retaining Important Documents Individuals & Families

Tips for Retaining Important Documents

By Robin L. Cook, CWS®, CTFA® Sr. Vice President, and Prosperity Advisor   For many of…

Suncoast Equity Management And Prosperity AdvisorsMay 13, 2025

Investment Spotlight – March 2025 Individuals & Families

Investment Spotlight – March 2025

By Amy A. Lord, CFA Senior Vice President/Co-Portfolio Manager   As a Portfolio Manager I…

Suncoast Equity Management And Prosperity AdvisorsMarch 19, 2025

Women and Investing Individuals & Families

Women and Investing

  By Robin Cook CWS®, CTFA®, Sr. Vice President and Prosperity Advisor   Investing has…

Suncoast Equity Management And Prosperity AdvisorsMarch 19, 2025

Financial Planning Resolutions for 2025 Individuals & Families

Financial Planning Resolutions for 2025

Frank Wyatt, MBA Vice President, Financial Planning, Prosperity Advisor   As we welcome 2025, many…

Suncoast Equity Management And Prosperity AdvisorsJanuary 29, 2025

Investment Spotlight – State of the Bond Market, Post Election Individuals & Families

Investment Spotlight – State of the Bond Market, Post Election

By Al Dopking Fixed Income Specialist Treasury yields rose in December after the Federal Reserve…

Suncoast Equity Management And Prosperity AdvisorsJanuary 29, 2025