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Estate Planning Maximizing Your Social Security Benefits: Why It’s Never Too Early to Plan for Retirement

Are you one of those people who shrug off the thought of Social Security because retirement seems light-years away? Think again. Planning for your Social Security benefits isn't just a task for the golden years—it's something you should be doing now…

SandyRisgaard Apr 19, 2024

Financial Planning Student Loans: A New Physician’s Guide to Becoming Debt-Free

It’s common for physicians to graduate from medical school with hundreds of thousands of dollars in debt. This can create financial stress at a time that typically has many other financial and familial obligations. A sensible strategy begins with un…

Shane O'Hara, CFP® Apr 12, 2024

Bi-monthly financial updates Financial Insights – April 1, 2024

Financial insights for your life and lifestyle. Taxes, Bitcoin's Rally and Are you Charitably Inclined?

ProVise Advisor Team Apr 05, 2024

Estate Planning

Finances and Dementia

Planning for dementia is part of your estate planning. When did you last update your estate plan? Have the people named in your documents already passed? What about beneficiaries?

Ray Ferrara CFP Apr 04, 2024

Financial Planning

Navigating an Election Year

Presidential elections tend to heighten uncertainty in the markets, and we’re hearing from clients looking for advice on navigating the prospect of a Trump-Biden rematch and a second term for whoever emerges victorious in November.

Eric R. Ebbert, CFP®, MBA, CEO Mar 28, 2024

Webinar

Laying the Foundation: Understanding the Landscape of Education Costs

From the early stages of your child's educational journey to the challenges of financing higher education, we'll explore the various expenses that come into play.

ProVise Advisor Team Mar 25, 2024

Bi-monthly financial updates