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ProVise sponsors Clearwater Marine Aquarium event
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When should you start taking Social Security benefits?
You might already be aware that you are eligible to start receiving Social Security retirement benefits at the age of 62. However, you may want to consider delaying your benefits until you reach your full retirement age or even until age 70. But why would you do this? After all, if you are entitled to […]
Five tax moves you need to make before the end of the year
While the deadline for paying the taxes for the current year is usually not until April of the following year, it is a good idea to be thinking about them before the end of the calendar year. Yes, this time of the year is mostly about the holidays and spending time with your family, but […]
What is an umbrella insurance policy and why is it important to have one?
While we hope that you never have to face a lawsuit that puts you at risk for losing a large sum of money, we do think it is wise to be prepared. Some insurance policies cover certain liabilities and at varying amounts from lawsuits, but if your insurance does not cover you in all areas […]
Is now a good time to invest in emerging-market bonds?
The world is developing. This is great news for all of us who are a part of it, but it is especially great news for investors who want to grow their wealth. With emerging markets came the introduction of emerging-market bonds in the early 2000s. Ever since then, investors have been able to invest in […]
How does the SECURE Act impact your inherited IRA savings?
Many people who contributed to an IRA were aware of the concept of stretching their IRA. Under this concept, IRA accounts were passed to a beneficiary after the owner had died. The beneficiaries then “stretched” this IRA by taking only minimum distributions, which hopefully were lower than the tax-deferred growth of the IRA. Thus, the […]