News & Insights
There are many different platforms and strategies that you can leverage to manage your wealth. Since the emergence of digital wealth management, new technologies have been developed to automate financial services. For instance, artificial intelligen…
Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosin…
A recession refers to a widespread drop in spending. It can last months or even years. One way of detecting a recession is if the nation’s gross domestic product (GDP) has been negative for at least two consecutive quarters. A recession can be trigg…
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 […]
How much money do I need to retire at the age of 62?
For many people, 62 years is the target age for when to start retirement. That is because most people qualify to start withdrawing Social Security benefits at this age. However, Social Security benefits alone are usually not enough for most people to live off of for their dream retirements. If you want to have a […]
Should I pay off my mortgage before retirement?
We all wish that retiring would be as simple as reaching a certain age and having a comfortable retirement income to live happily off of for the rest of our lives. But, the truth is that building a retirement nest egg takes a lot of hard work and careful planning. Everyone who is saving for […]