by Eric R. Ebbert, CFP®, MBA, CEO | Sep 13, 2020 | Financial Planning
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...
by Eric R. Ebbert, CFP®, MBA, CEO | Oct 1, 2018 | Retirement
Each year at this time, those that have Medicare for their health insurance must decide if they want to make any changes to their coverage. For those used to having their health insurance while working in a group plan offered by their employer, having to think...
by ProVise Advisor Team | Apr 22, 2024 | Bi-monthly financial updates
INCOME TAX REFUNDS Did you know you have three years to claim a refund from the IRS? Know what happens if you are owed a refund and don’t claim it? Yep, Uncle Sam keeps it, and you lose it forever. Why are we bringing this up? Well, almost one million taxpayers are...
by ProVise Advisor Team | Mar 7, 2024 | Bi-monthly financial updates
HOW HIGH CAN THE U.S. DEBT GO? We only have about eight months left before we elect a president, all members of the House, and one-third of the Senate to terms of, 2 and 6 years, respectively. One of the biggest issues facing our country is what to do about our annual...
by ProVise Advisor Team | Feb 21, 2024 | Bi-monthly financial updates
TAX TIME AND THOSE RED FLAGS As you prepare your 2023 taxes, you may be wondering what the IRS is watching carefully for potential audits, especially on those with high incomes. Given the extra funding provided by Congress, the IRS is hiring more examiners. While not...
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