Blog

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

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...

Show All

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...

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...