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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:...

What do you picture for your retirement?

What do you picture for your retirement?

What do you picture when you think of your retirement? If you’re like many people, you probably picture a cozy home near the beach. You picture yourself with free time to enjoy your favorite activities or to be with your family. And while this is what many of us dream...