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Selected to Esteemed Gator100 for 2nd Year!

Selected to Esteemed Gator100 for 2nd Year!

by My Plan to Prosper | Aug 5, 2026 | Portfolio Management

Ormond Beach, FL – Plan to Prosper Wealth Management & Founder Erick Palacios were announced to the Gator100 for the second year in a row. This noteworthy and prestigious honor recognizes Plan to Prosper as one of the 100 fastest-growing businesses led by...
What is Portfolio Management: A Simple Guide with Key Concepts

What is Portfolio Management: A Simple Guide with Key Concepts

by My Plan to Prosper | Jul 23, 2026 | Portfolio Management

Opinions about money, investment, and what is portfolio management have changed over time. Savings still matter, but now the focus is on building wealth. Most people realize that just saving in bank accounts won’t meet their financial goals. People invest for...
How Much Money Do I Need to Retire?

How Much Money Do I Need to Retire?

by Erick Palacios | Mar 26, 2026 | Financial Planning, Portfolio Management

If you’ve ever searched online for how much money do I need to retire, you’ve probably seen a lot of big numbers. Some articles say $1 million. Others say $2 million. Some say even more. The truth is, there isn’t one “magic number” that works for everyone. Retirement...
Strategic Portfolio Management: Why It’s A Game Changer

Strategic Portfolio Management: Why It’s A Game Changer

by Erick Palacios | Dec 29, 2025 | Portfolio Management

Strategic portfolio management (SPM) enables organizations to turn complicated business decisions into actionable insights that lead to operational success. SPM is the foundation of modern business optimization. Enables businesses to respond quickly to market changes...

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