Our Insights

Welcome to Episode 23 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, we’re diving into the 2026 tax law changes. Carolanne Chavanne, CFP®, our Lead Planner, along with Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA®, explore what these updates mean and how they may impact your financial plan.

Welcome to Episode 22 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®, our Lead Planner, and Ava Pompay are joined by somatic relationship coach Laurie James to explore how nervous system awareness can transform the way couples talk about finances.

Welcome to Episode 21 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, our Lead Planner, Carolanne Chavanne, CFP®, is joined by Financial Planners Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA®, to help you take a fresh look at your financial life heading into the new year.

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 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Lessons from the Past.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Timing the Market.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Time In, Not Timing.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of What’s Your Plan?

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Escalating tensions in Eastern Europe upended markets in February, sending stocks lower for the month. The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s 500 Index fell 3.14 percent, and the Nasdaq Composite lost 3.43 percent.1

No two paths to investing and retirement are the same, and that’s especially true for women. Regardless of your vision, here are five concepts that may help your investment strategy.

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.

Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

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?