ln December of 2017, the sun rose on the Tax Cuts and Jobs Act passed by Congress and signed by President Trump. There were numerous changes to tax law which affected income taxes, gift taxes, estate taxes, retirement plans, etc. But on December 31, 2025, the sun is setting on many of the provisions and most things go back to the way they were before 2018.
Financial Planning
Your Number Will Change
“Retirement” is not defined by age. Rather, we define “retirement” as the time when work becomes optional. That is, you believe you have enough money to sustain yourself for the rest of your life. But a funny thing happened along the way!
Daniel Mannix, CFA®, Senior Portfolio Manager at ProVise Featured on “The Voice of Reason”
Recently, Daniel Mannix, CFA®, Senior Portfolio Manager here at ProVise, was featured on WTAN’s radio show, ‘The Voice of Reason’, discussing various topics, including the best time to invest.
Retirement Ready? Ten Things to Do Before Retirement
As you approach the golden years of your career, it’s crucial to have a solid financial plan in place to ensure a comfortable and secure retirement. While many people think they are ready to transition into this new and exciting phase of life, several things must be put in order first. Here are the top things you need to do financially to prepare for retirement:
Reassessing the Need for Insurance Later in Life
As we progress through life, our financial landscapes inevitably shift. From the exuberance of youth to the contemplative years of maturity, each phase brings unique considerations, including evaluating current insurance policies.
25 Lessons Learned Over 50 Years — Part Two
As one goes through a career, you accumulate wisdom from others and sometimes you create a few pearls yourself. This is the second of a two-part series about twenty-five pieces of wisdom to ponder as you think about financial planning, goal setting, saving and investment management.
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