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Retirement

Why do I need to rebalance my portfolio video

Why do I need to rebalance my portfolio video

Hi, my name is Russ Campbell and I am a Certified Financial Planner™ professional at ProVise Management Group. One of the questions we frequently hear is, “Why do I need to rebalance my portfolio and how often do I need to rebalance?” Choosing the different...

Three things to consider when setting up a military retirement plan

Three things to consider when setting up a military retirement plan

Military retirement plans offer the flexibility of withdrawing your pension regardless of age. There are a few different military retirement options depending on when you joined the service. Here are three things to consider when setting up your military retirement:...