How do you know if your wealth management plan is on track? Your retirement goals, investments and managing your small business should all be a part of your plan. However, not everyone’s plan will look the same. This is true even for people who have the same income...
Wealth management is about more than investment advice. Wealth management offers comprehensive guidance on your financial situation, including estate and tax planning, accounting, retirement planning and even legal guidance in some cases. This offers a more complete...
Estate planning involves setting up a plan that makes known how you want your affairs to be handled in the event of your death or if you become permanently incapacitated. It also establishes who will receive your assets, and who will care for your minor children or...
Have you fallen down the research rabbit hole when it pertains to investments and capital gains? Are you more confused than when you first started? If you are looking for ways to invest and grow your capital gains, a ProVise CFP® is available to help in Clearwater,...
Advisors throughout the financial services industry, including financial planners, estate attorneys and tax consulting CPAs, are all nervously watching the tax proposals that are working their way through Congress. This includes warily watching the progress of the...
What is the difference between trading and investing? Hi, my name is Shane O’Hara and I am a Certified Financial Planner™ professional at ProVise Management Group. One of the questions we hear often is, “What is the difference between trading and investing?” People...
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