News & Insights

How a financial advisor can help you save your first million

There is a reason why everyone is not a millionaire. Of the roughly 330 million citizens of the United States, only 18 million of them have $1 million or more. Saving $1 million is no small task, and if this is your goal, these numbers can be discouraging. However, while saving $1 million is challenging, […]

What is asset protection and how do you know if you need it?

Lawsuits do not wait for convenience. A motor vehicle accident, credit card debt, bank foreclosures, bankruptcy and other situations can lead to a lawsuit that can make your finances and assets vulnerable to creditors. While a lawsuit can sometimes be unavoidable, you can potentially protect your assets from seizure by including asset protection in your […]

How do you transfer your property into a trust in Florida?

Your property and assets represent years of hard work and smart investing. While you should enjoy your property and continue to work hard to chase your dreams, you also need to think about what happens when you can no longer manage your properties, such as if you are very sick, or when you pass away.  […]

SOCIAL SECURITY- Getting all that you deserve

Too many people just sign up for Social Security without realizing how many different alternatives exist. Even worse, the Social Security Administration often gives faulty advice which can cost tens of thousands of dollars or more over a recipient’s lifetime. Learn how to avoid the pitfalls.

Tampa Bay’s V. Raymond Ferrara, CFP of ProVise Management Group Honored for Charitable Work with Eckerd Connects

V. Raymond Ferrara, CFP received Honorable Mention in the 14th Annual Invest in Others Awards for his philanthropic contributions to Eckerd Connects.

Should I invest or pay down my student loan debt? How to decide

You probably have heard some people say you should take care of your loans before investing. However, the truth is that there is no one-size-fits-all solution for each person’s unique situation. You need to take a look at your own circumstances and determine which course of action is right for you.  The general rule of […]

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