In this video, we explore the importance of estate and legacy planning, explaining what it involves and why it’s essential for anyone with assets or a family. We also delve into legacy planning, emphasizing how it encompasses values and memories we wish to pass down, not just financial assets. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.
In this video, we discuss the importance of Social Security and why it matters for your retirement planning. We cover common misconceptions, how to qualify for benefits, and the best timing for claiming Social Security to maximize your income. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.
Welcome to Episode 18 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, Carolanne Chavanne, CFP®, and Jordan Bromley, CFP® sits down with Josh Bromley, Esq., an estate planning attorney, to explore the important topic of Estate and Legacy Planning. Together, they’ll be diving into the ins and outs of estate and legacy planning and what you need to know when creating or reviewing your estate documents.
Welcome to Episode 17 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In today’s episode, our Lead Planner, Carolanne Chavanne, CFP®, and Financial Planner, Easton Price, CFP®, CDFA®, are joined by special guest Ryan Law. Ryan is a professor at Utah Valley University and director of the award-winning Money Success Center. Together, they’ll explore this month’s timely topic, "Navigating Student Loan Changes".
Welcome to Episode 16 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing this month's topic, "Tax Planning: Year-Round Tax Strategies".
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Am I Saving Enough?
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of The Financial Aid Process.
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of College Savings Choices.
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Grants,Scholarships, and Loans.
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.
As we face an uncertain road ahead, let's take a look at history's most recent bull and bear markets, as outlined by the S&P 500.
These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?