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 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 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.