Our Insights

Welcome to Episode 26 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®, is joined by Ava Pompay, CFP®, Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA®, to share real-life examples from this year's Spring Planning Sessions that highlight the value of ongoing financial planning.

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.

In this video, Carolanne Chavanne breaks down what the CFP® designation truly represents, how it differs from the broader “financial advisor” label, and why that distinction matters. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

Welcome to Episode 24 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®, Jordan Bromley, CFP®, Easton Price, CFP®, CDFA® , and Ava Pompay, CFP®, came together to discuss market volatility and its impact on your financial plan. They share insights on how to stay grounded during market swings, common investor reactions, and key strategies to help you navigate uncertainty while keeping a long-term perspective.

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.

In this video, we discuss the importance of understanding your tax return, which serves as a unique financial fingerprint reflecting your income, investments, and deductions. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

In this video, we explain how the timing of your Social Security claim can impact your monthly benefits. You’ll learn what full retirement age really means and how factors like longevity, spousal benefits, taxes, and cash flow planning should guide your decision. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

Welcome to Episode 22 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®, our Lead Planner, and Ava Pompay are joined by somatic relationship coach Laurie James to explore how nervous system awareness can transform the way couples talk about finances.

In this video, we break down the considerations for choosing between pre-tax and Roth contributions during your working years to maximize your lifetime earnings. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

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 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 the importance of the marital balance sheet in the context of divorce, highlighting how it serves as a comprehensive summary of a couple's net worth, including assets, liabilities, and the distinction between community and separate property. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.

In this video, we explore the importance of estate and legacy planning, explaining what it involves and why it’s essential for anyone with assets or a family. We also delve into legacy planning, emphasizing how it encompasses values and memories we wish to pass down, not just financial assets. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.

In this video, we discuss the importance of Social Security and why it matters for your retirement planning. We cover common misconceptions, how to qualify for benefits, and the best timing for claiming Social Security to maximize your income. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.