Dossier
Prosperwell Financial
Coverage of Prosperwell Financial in the Nexus archive.
- Having a money date to discuss finances
The article discusses the importance of couples regularly reviewing their finances through 'money dates.' It recommends monthly check-ins, quarterly deep dives, and annual reviews with a financial planner to track spending and align with financial goals. Nicole Middendorf, a wealth advisor, emphasizes the need for both partners to understand household finances to avoid surprises.
- Simple ways to save more without changing your lifestyle
Nicole Middendorf, CEO of Prosperwell Financial, suggests splitting spending into transportation, living, and food categories to save money. She recommends reducing food expenses by adjusting percentages and checking Amazon carts only on Fridays to avoid unnecessary purchases.