Our Insights

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.

In this video, we discuss essential saving strategies for both life and retirement, starting with the importance of building an emergency fund. We also talk about the benefits of creating a transition savings account to help support your early retirement years. After watching, we encourage you to review your emergency fund, confirm your employer match, and adjust contributions as needed to keep your investment allocation aligned with your goals. If you have any questions, please reach out to us at info@prosperitywealthplanning.com or visit our website.

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.