Prosperity Wealth Planning

10/17/2026

A new truck calls for a little celebration! 🚙

Congratulations to Easton on his new Toyota Tacoma! With so many Toyota fans in our PWP family, he’s in good company 😊. A special thank you to Marc Shioya for the referral.

Enjoy the new ride, Easton!

10/15/2026

A big thank you to our Texas clients who joined us for our Client Appreciation Event! 🎉😊

It was wonderful spending the evening with you, sharing great conversations, and celebrating the relationships that mean so much to us. We’re grateful for the trust you place in our team and feel fortunate to be part of your financial journey.

Thank you for being part of the Prosperity Wealth Planning family. We look forward to many more memories together!🥂

10/08/2026

A Look Back at the Week 📈

Stocks ended last week mixed as investors weighed strong economic data, cooler job growth, and elevated Treasury yields.

Click the link to learn more about our latest market update and the factors behind the week’s performance.

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out.

10/01/2026

🎙️ New Episode of Supercharge Your Finances!

In this episode, Jordan Bromley, CFP®, is joined by guest speaker Erik Milanez, a Medicare professional with over 15 years of experience. Together, they discuss key Medicare decisions, including coverage reviews, Medicare plan options, and prescription drug coverage.

🎧 Listen here: https://youtu.be/9edaUJNyj8Y

09/24/2026

🎈 It’s Easton’s birthday week! Help us give a big birthday shoutout! 🎂

Easton brings a wealth of knowledge to his work with clients and the firm, along with a great sense of humor and plenty of energy. We’re lucky to have him on the team.

We hope you had a great birthday, Easton, and wish you an amazing year ahead! 🥳🍾

09/18/2026

🎙️ Education Series Alert: The Medicare Matrix

How can Medicare impact your retirement plan? Easton Price, CFP®, CDFA®, breaks down Medicare basics, healthcare costs, IRMAA, income and taxes, planning for a younger spouse, and common pitfalls.

🎧 Tune in here: https://www.youtube.com/watch?v=iQyDRYOIgaE

09/10/2026

📈 Monthly Market Insight

Renewed enthusiasm for AI helped push stocks higher in August, as investors looked past mixed economic signals. What does this mean for investors as we head into the fall?

Our Monthly Market Insights highlight the key trends shaping the markets and what investors should keep in mind.

👉 Here is this month's market update:

Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals.

09/07/2026

Wishing you all a Happy Labor Day! ☀️🎉

Today, we’re taking a moment to appreciate the hard work, dedication, and contributions that help our communities thrive.

We hope you enjoy a well deserved day of rest and time with those who matter most.

09/03/2026

🏠💰 Divorce is about more than splitting everything 50/50. The way assets are divided can have a lasting impact on your financial future.

In the latest episode of Supercharge Your Finances, Easton Price, CFP®, CDFA®, Jordan Bromley, CFP®, and Ava Pompay, CFP®, explore key financial considerations during divorce, including the marital home, after tax asset values, and long term financial goals.

🎧 Tune in to the latest episode:
https://www.youtube.com/watch?v=wimauGUwiaY&t

08/27/2026

Our planning team had a great time at Toyota Auto Body in Long Beach earlier this month, presenting to the Toyota team members!🚗🎉

We shared insights and strategies designed to help solidify their financial foundations and make the most of the years ahead.

Thank you to the Toyota team for having us! We enjoyed the opportunity to connect, share ideas, and have meaningful conversations about financial planning. 👏✨