Welcome to the Library!

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We developed the Prota Financial Library to help you on your quest to eliminate confusion, build a financial plan, and grow your wealth. Here you will find not only how-to articles, but also guides, factsheets, and other informative content. Finance is a complicated topic, with lots of math, reading, and a maze of regulations that can either work for you or against you. In our firm, we’ve found that our… Read More »Welcome to the Library!
Street crosswalk

7 Things to do with your old 401(k)

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When you leave a job, what do you do with your 401(k)? Here is a comprehensive list of the options you have with your money.
A wise owl

Monthly Insights | 2019.09

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This Newsletter was sent to subscribers in September. If you would like to get these when published, subscribe for free here. Market Recap It’s been a bumpy summer. From trade wars to the yield curve inverting, economic news has been erratic. Despite that, jobs reports have been reasonably consistent, with unemployment remaining at historic lows. The last day of May saw the DOW at 24,815, and then in only 6… Read More »Monthly Insights | 2019.09
Roll of hay (hay bale)

How to rollover a 401(k) in a single phone call

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A 401(k) rollover can be complicated. Don't put it off something that can usually be done with a 10 minute phone call. Here is the process to do a 401(k) rollover correctly.