Hurricane Ian poses a threat to the coastal areas all along the west coast of Florida and requires that timely precautions are made. ProVise Management Group is taking every precaution necessary to ensure our clients are served well and all their immediate needs are...
It’s about that time of year when people with Medicare must decide whether to make changes to their insurance plan. Most people are used to health insurance coverage that is supplied by an employer. According to one survey, 77% of Americans who are currently working...
Retirement planning is an important part of financial planning in general. If you’re planning for retirement, there are five basic steps for you to consider. A financial planner knows how essential each one of these steps is and can guide you through each of them. The...
If you are nearing retirement, you may be nervous about making sure you have all your ducks in a row. Investment strategies may need to change as you get closer to retiring, so it’s important to make sure you have the right guidance to keep you up to date. We...
Sometimes the terms “wealth managers” and “financial advisors” are used interchangeably, but really, they mean two different things. A wealth manager is a type of financial advisor. Financial advisors handle general finances, but wealth managers specialize in...
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