Thursday, March 28, 2024

Its tax refund time! Have you given any thought to what you'll do with your tax refund this year? Vacations, cars and home improvement items often top the list, but is that the smartest use of your tax refund dollars?

Thursday, February 8, 2024

If you are divorced you may be able to receive Social Security from your former spouse’s income. Brenda Rolli, AAMS shares the five qualifications that must be met in order to do so.

Wednesday, February 7, 2024

If you receive money for the use of your primary residence, you may have to report this rental income on your tax return; this means that the “vacation home rental” classification can apply to your home.

Tuesday, January 23, 2024

In recent years, many homeowners have been able to sell their homes at a substantial profit. Cassandra Dorn, CFP explains whether or not you will be required to pay capital gains taxes on those profits come tax time.

Thursday, November 30, 2023

Medicare Open Enrollment is coming to a close, so if you are considering making a change to your plan, it's time to take action. Changes you make during 2023 open enrollment go into effect on January 1, 2024. Here are a few factors...

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Monday, November 27, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.

Thursday, October 26, 2023

“Should I pay off my mortgage before I retire?” is a question we hear quite a bit from clients within five years of retirement. In this video, Jacob Merk, CPA, CFP shares four options to consider:

Tuesday, October 17, 2023

How long has it been since you’ve reviewed your Medicare policy? With open enrollment beginning soon, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. Have you changed or added...

Tuesday, October 17, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849,...

Thursday, August 17, 2023

If you are not full retirement age and will continue to work after you claim your Social Security benefits, it is important to be aware of the retirement earnings test and how it will affect your earnings.

Friday, July 21, 2023

The Veterans Aid and Attendance Pension Benefit is something I came across when we were researching benefits for my father-in-law. This benefit helped immensely with his assisted living care costs during retirement.

Thursday, June 22, 2023

The U.S. Department of Education has officially announced that student loan payments will resume in October. Despite ongoing discussions and potential developments, the likelihood of payments being paused again is unlikely.

Wednesday, June 14, 2023

When should you collect Social Security benefits? It is a question we hear frequently and, unfortunately, there is not a "one size fits all" answer. As Cassandra Dorn, CFP with Provident Financial Consultants shares, there are several...

Monday, May 15, 2023

What should you try to do within five years of deciding to retire? Jacob Merk, CPA, CFP shares five retirement considerations to start thinking about as you approach your retirement.

Friday, March 31, 2023

What happens if my bank fails? When this occurs, the FDIC provides depositors with an insurance payout. However, not all accounts are covered under FDIC insurance. Cassandra Dorn, CFP shares the details.

Thursday, March 16, 2023

Changing jobs? What should you do with the 401(k) money you’ve accumulated? Cassandra Dorn, CFPR shares the four options you may have (and in some cases you may engage in a combination of these options):Leave the money where it...

Tuesday, March 14, 2023

A growing number of retirement aged couples may find themselves going through what is being called a "gray divorce".  Brenda Rolli, AAMS shares 5 financial steps to take as your plan your financial future following a divorce.

Tuesday, March 14, 2023

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

Thursday, February 23, 2023

Cassandra Dorn, CFP shares a historical perspective of the stock market to remind us that some of the highest instances of market volatility also presented opportunities to investors.

Friday, January 27, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder.

Tuesday, January 10, 2023

The Secure 2.0 Act has dozens of significant provisions, so to help you see what changes may affect you, Brenda breaks down the major provisions of the new law into four sections.

Wednesday, December 14, 2022

Jacob Merk, CPA, CFP shares the six birthday milestones that play a role in your retirement planning and how you can plan accordingly.

Monday, December 12, 2022

Jacob Merk, CPA, CFP shares opportunities you can review now that could lessen your tax burden in April.

Thursday, November 10, 2022

Now that the midterm elections have come and gone, how will the stock market respond?

Wednesday, November 9, 2022

In a time when interest rates are higher than we have seen in decades, bond prices are behaving how we would expect them to.

Friday, October 28, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Wednesday, August 31, 2022

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement.  When it comes to your health, Medicare may be an important part of your retirement strategy.

Friday, August 12, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Friday, July 29, 2022

What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot has now grown to $1.02 billion, it’s safe to say most of us have thought about what it would be...

Thursday, July 28, 2022

Cassandra Dorn, CFP, covers some important details about how a woman can approach her financial situation following the death of her spouse. She also shares five common mistakes made by widows, and tips on how you can avoid these pitfalls.

Tuesday, June 21, 2022

One of the first steps in building financial literacy is learning the ins and outs of your credit score. Tune in to our monthly webinar to learn where you can find your credit report, how your credit score is calculated and factors...

Tuesday, April 26, 2022

Camping can be the perfect getaway from your daily routine, allowing you to truly unwind and recharge. Now that the weather is getting warmer, our Administrative Associate Chantel Rechek is just itching to get their camper ready to go...

Tuesday, April 26, 2022

Cassandra Dorn, CFP® shares a few tales to inform you of the dangers we’ve seen with beneficiary titling gone awry. She will help make you aware of some of the problems that stem from not updating the beneficiaries on your...

Friday, March 25, 2022

The journey to financial literacy and health is never-ending. Brenda Rolli, AAMS, considers the different issues and challenges we may face as we approach many of life's milestones. Whether you are getting married, deciding to buy or...

Wednesday, March 9, 2022

According to the Internal Revenue Service (IRS), tax scams tend to increase during tax season and/or times of crisis.1 Now that tax season is in full swing, the IRS is reminding taxpayers to use caution and avoid becoming the victim of...

Tuesday, February 22, 2022

Market volatility can be very unpleasant for investors, however, the reality is that volatility should not only be expected, but embraced. In this webinar, Jacob Merk, CPA, CFP© goes through various historical perspectives of the...

Thursday, February 17, 2022

There are many things to look forward to with the start of a new year, such as tackling new projects, planning upcoming vacations and even just being able to unwind from the busy holiday season. At Provident, one of the first things we...

Monday, December 20, 2021

Brenda Rolli, AAMS talks about navigating the financial planning aspects of caregiving. This webinar will help you have a better understanding of how you can help a loved one navigate various options for funding caregiving expenses,...

Thursday, November 11, 2021

Changes in tax laws, interest rates, inflation and Social Security benefits can all affect the success of your long-term plan. In this webinar, Cassandra Dorn, CFP® outlines some IRA mistakes for you and your beneficiaries to...

Wednesday, October 27, 2021

Investing in your health can benefit you not only physically, but mentally and financially as well. Creating a healthy lifestyle doesn’t need to be complicated. Just start small and remember to be kind to yourself in the process...

Wednesday, October 6, 2021

Cyber attacks are continually evolving and affect millions of people around the world. With the biggest online shopping season approaching, Jacob Merk, CPA,CFP® will share the most common types of cyber attacks and ways to protect...