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...
Retirement
How can you benefit from working with retirement planning specialists in Tampa, FL?
Are you ready to retire? The answer is probably yes. But, are you prepared to retire? If you are not sure if you are truly ready to retire, working with a retirement planning specialist in Tampa, Florida, can be beneficial to you. Learn how working with a retirement...
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:...
Retirement planning in Tampa, FL: How does my retirement goal change depending on where I want to retire to?
The cost of living can vary significantly from state to state. This can have a large impact on your retirement planning. In fact, it can be the difference of hundreds of thousands of dollars for your whole retirement fund. According to the Bureau of Labor Statistics,...
What is a CPFA® designation and why does it matter for your retirement planning?
There are many professions where people can add certifications to boost their ability to help people. Doctors do this all the time. Marketers do too. There are even many helpful certifications for financial advisors, such as the Certified Plan Fiduciary Advisor® or...
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...
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