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...
Wealth Management
6 documents that Clearwater, FL, residents should leave an estate planning session with
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...
3 benefits you can get from working with a CFP® professional in managing capital gains in Clearwater, FL
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,...
Biden’s estate tax plan could trigger last-minute changes: Here is how that might affect your estate taxes
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’s the difference between trading and investing video
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...
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...
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