Our Insights

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 19 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, Easton Price, CFP®, CDFA®, and Financial Planning Analyst, Ava Pompay to discuss two powerful retirement savings strategies designed to maximize your savings and set you up for long-term financial success.

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".

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.

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.

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

No matter where you are starting from, your path to retirement may include unexpected twists, turns, and slides.