Our Insights

Episode 2 of the Podcast features our Lead Planner, Carolanne Chavanne, CFP®, and Prosperity Wealth Planning Associate Financial Planner, Jonah Shafer, CFP®, discussing "Income Tax strategies."

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.