Our Insights

Episode 5 features Prosperity Wealth Planning Associate Financial Planner Jonah Shafer, CFP®, discussing "Tax Planning - Simple Tax Strategies."

Episode 5 features our Lead Planner, Carolanne Chavanne, CFP®, and Prosperity Wealth Planning Associate Financial Planner, Jonah Shafer, CFP®, discussing "Tax Planning - Tax Strategies of Employed."

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Lessons from the Past.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Timing the Market.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Time In, Not Timing.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of What’s Your Plan?

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Am I Saving Enough?

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of The Financial Aid Process.

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of College Savings Choices.

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Grants,Scholarships, and Loans.

Episode 2 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Common Retirement Mistakes." In this segment, Carolanne focuses on the topic of Retirement Withdrawals.

Episode 2 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Common Retirement Mistakes." In this segment, Carolanne focuses on the topic of Health Care Costs.

Episode 2 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Common Retirement Mistakes." In this segment, Carolanne focuses on the topic of Portfolio Risk.

Episode 2 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Common Retirement Mistakes." In this segment, Carolanne focuses on the topic of Understanding Your Expenses.

Supercharge Your Finances: Episode 1 - Roth IRA Conversations with Carolanne Chavanne, CFP®

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April.