In our latest video, Easton Price, CFP®, CDFA®, breaks down what property and casualty insurance is, why it matters, and how it fits into your overall financial plan. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com or visit our website.
Welcome to Episode 25 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®, speaks with Lora Fisher, a California-based travel advisor, about how travel planning has evolved and what travelers should keep in mind before booking their next trip. The discussion highlights key topics, including airfare pricing trends, the importance of travel insurance, optimal trip-planning timelines, and how to thoughtfully balance cost with overall travel experience.
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 20 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 our Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay to present our Gift Guide: Top Five Picks. This guide offers a collection of thoughtful and practical ideas for giving.
Welcome to Episode 15 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 special guest speaker Lora Fisher discussing this month's topic, "Vacation Planning". Lora is a Santa Barbara, California based travel advisor who specializes in curating unforgettable experiences that go beyond destinations.
Shopping online is convenient and easy—and it can save you money. Get ready to save with the top 4 apps that can help you get a better deal.
Professional sports teams may not be the first investment that comes to mind, but they're an investment that mega investors are willing to bet on. Read on to learn about the most valuable teams in Major League Baseball.
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.
Part of the Build Back Better bill is a refundable 30% tax credit for certain types of ebikes. The desire is to position ebikes alongside electric cars and electric buses as a carbon-neutral transportation option. There are limits, and we explore them in this article.
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.
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.
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?
No matter where you are starting from, your path to retirement may include unexpected twists, turns, and slides.
Make your meal prepping routine cost-effective and fun with these 5 helpful tips.