Provise Management Group, LLC

08/05/2026

We're honored to announce that ProVise Management Group has been included in Financial Advisor Magazine's 2026 RIA Survey & Ranking for the second consecutive year in the $1 billion and over category, recognizing our firm based on assets under management at year-end 2025.

This recognition reflects four decades of steady growth, intentional client focus, and fiduciary commitment. As the industry evolves, ProVise continues to prioritize personalized advice and long-term relationships over trends. We're grateful to be recognized as a firm doing exactly that.

ProVise Management Group was included in Financial Advisor Magazine's 2026 RIA Survey & Ranking. The ranking is based primarily on assets under management reported by participating firms and regulatory filings as of December 31, 2025. Participation is voluntary, and no compensation was paid to obtain this recognition. Rankings are not indicative of future performance and are not representative of any client's experience. This recognition should not be construed as an endorsement of any firm or its advisory services.



See the full list here: https://bit.ly/3RCklPL

07/29/2026

You might not know what financial advisory services you need—and that’s okay! We offer a 30-minute complimentary consultation, during which we’ll discuss your financial situation, needs, and goals. Once you talk with one of our CERTIFIED FINANCIAL PLANNER® professionals, we'll recommend services that suit your lifestyle. Click below to schedule your in-person or remote consultation today!

Complimentary consultation for financial planning with ProVise is different from what you may have experienced with other financial planners.

07/28/2026

Thinking about when to claim Social Security? Don't decide until you’ve mapped out these 3 things:

• How to coordinate your benefits with your other retirement accounts.

• The “hidden” tax costs (like IRMAA thresholds).

• How your claiming age impacts your spouse’s survivor benefits.

A sound Social Security timing strategy is about more than just math; it's about coordination. Get the full breakdown in our latest blog: https://bit.ly/4wOdYI8

A Social Security timing strategy can affect your lifetime income. Learn when to claim, how spousal benefits work, and how it fits your retirement plan.

07/27/2026

07/23/2026

Social Security is a household decision. Spousal and survivor benefits, Social Security coordination between spouses, and how one person's claiming decision affects the household should all factor into your strategy.

Married couples should understand spousal benefits, which allow a spouse to claim based on the primary earner's work history. Survivor benefits protect your family if you pass away. The decisions you make about when and how to claim directly affect your spouse's financial security and lifetime household income.

Planning as a household rather than individually often leads to better outcomes for everyone.

07/22/2026

Tax season may be behind you, but the real planning window is just opening. Many of the rules have changed, and mid-year is the time to make sure your strategy reflects them. From Roth conversions to catch-up contributions, there are real opportunities to capture before December 31. Here is where to start. https://www.provise.com/mid-year-tax-planning-2026/

Smart mid-year tax planning in 2026 can reduce what you owe. Explore Roth conversions, tax brackets, and key strategies to capture before year-end.

07/21/2026

For business owners, the business is often the largest asset. Yet many focus on growth and operations while putting exit planning on hold. Waiting too long limits your options and reduces what you've worked to build.

Exit planning is a multi-year strategy covering business valuation, succession, tax efficiency, and estate coordination. Whether you're planning a sale, family transition, or partner buyout, starting five to ten years in advance gives you time to build value and structure the transition advantageously.

Your business represents your life's work. A clear exit plan ensures it transitions on your terms.

07/16/2026

Many people claim Social Security at 62 because it's the earliest eligibility age. But defaulting to age 62 comes with significant long-term income implications. If you claim early, your monthly benefit is permanently reduced, often 25-30% less than your full retirement age benefit.

The longer you live in retirement, the more that reduction compounds. If you have a longer life expectancy, health that suggests longevity, or other sources of income to live on, waiting to claim at 67 or 70 could mean substantially more lifetime income.

The decision isn't just about age. It's about your individual circumstances. Explore your options carefully.

07/15/2026

Consumer inflation hit a three-year high in May as energy prices surged due to Middle East conflict disruptions. Headline inflation rose to 4.2% year-over-year—the highest since April 2023. While energy prices drove the increase, the good news is that core inflation and shelter costs showed signs of moderation.

For investors, higher inflation could put upward pressure on interest rates. The key takeaway: inflation may remain cyclically higher, which affects bonds, stock valuations, and your purchasing power. Understanding inflation's impact on your portfolio and retirement plan is essential to staying on track.

Read our recent edition of ProVise Perspective$ to learn more: https://www.provise.com/consumer-inflation-hits-a-three-year-high-insights-2026/

Consumer inflation hits a three-year high as energy prices surge. Learn what rising inflation means for interest rates, markets, and investors.