Provise Management Group, LLC

06/24/2026

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.

06/21/2026

This Father's Day, we honor those who work tirelessly to provide financial security and stability for their families. Whether you're planning for your children's education, building retirement savings, or protecting your family with proper insurance and estate planning, your commitment shapes their future.

Financial planning gives fathers the confidence that their families are protected through every stage of life. From budgeting and saving to investing and legacy planning, each decision reflects the care you put into building something lasting.
To the fathers balancing it all: your dedication makes a difference every single day.

Happy Father's Day!

06/18/2026

True empowerment means designing a financial strategy that accounts for your unique life. Clarify decision-making authority before transitions occur. Consolidate your financial picture into one view. Stress-test your plan against scenarios that actually matter to you.

Assemble a team that helps you lead with confidence. Click below to learn more.

Discover how high-net-worth women can build financial empowerment through smarter planning, longevity strategies, and a values-driven wealth approach.

06/16/2026

If you become disabled or pass away without an estate plan, your state already has one for you. Unfortunately, it's probably not what you want.

For disability, courts may appoint someone to make decisions about your care and assets. This person may not be who you'd choose. The process is expensive, slow, and stressful for your family.

Without a will or trust, state law determines how your assets are distributed. This rarely matches your wishes and creates unnecessary burden for loved ones.

The best plan is the one you create yourself. Protect your family by documenting your wishes now.

06/11/2026

You've spent years building something meaningful. But do you have a plan for what comes next?

Exit planning is one of the most important steps a business owner can take. Whether your timeline is five years or fifteen, the decisions you make today have the potential to shape your financial future and your legacy. We're sharing a few key strategies to help you think it through. https://www.provise.com/exit-planning-business-owners/

Exit planning for business owners covers valuation, succession, and tax strategy. Learn how to build a plan that protects your legacy and financial future.

06/10/2026

If charitable giving is part of your financial plan, mid-year is the time to structure it strategically. In many cases, donating appreciated stock instead of cash can help reduce capital gains taxes while providing a charitable deduction. The benefits depend on individual circumstances. Donor-advised funds let you take an immediate deduction while distributing gifts over time.

Review your income projections for the second half of the year. If you expect higher income, consider accelerating deductions or deferring income where possible. Required minimum distributions begin at 73, so plan Roth conversions accordingly.

Mid-year planning creates flexibility that December decisions don't allow. Position yourself now for a smooth year-end.

06/09/2026

As we near the midway point of 2026, consider reviewing your portfolio for tax-loss harvesting opportunities. If certain investments are down, selling them to offset gains elsewhere can reduce your tax bill. You can reinvest in similar assets immediately to maintain your target allocation.

Portfolio rebalancing now also helps you avoid concentrated positions that could trigger unexpected capital gains later. If you're holding appreciated assets you planned to donate, transferring them to charity before year-end avoids capital gains tax while giving you a full deduction.

Strategic moves made in June give you six months to adjust course if needed. Review your portfolio positioning today.

06/04/2026

Our April 30th issue of ProVise Perspective$ covers critical topics shaping your financial decisions. The Fed held rates steady as inflation remains above target. Retirement savings declined as more employees struggle with rising costs and take loans from their plans. We also explored how men have closed the longevity gap with women, meaning couples need to plan for longer retirements together.

From prenup trends among younger generations to the risks of emotional trading behavior, this edition provides insights that matter for your financial future.

Understanding how current events affect your finances helps you make better decisions. Click below to read the full insight.



https://bit.ly/4ui6ATE

Financial insights on retirement savings, inflation, interest rates, longevity planning, prenups, and investing behavior shaping 2026.

06/03/2026

Halfway through 2026 is a good time for a tax checkup. Start by reviewing your withholding and estimated tax payments. If you changed jobs, got a raise, or experienced a major life event, your current withholding might no longer match your tax situation.

Next, maximize retirement contributions before year-end. You have until December 31st to contribute the full $23,000 to your 401(k), plus catch-up contributions if you're 50 or older. HSA contributions are also fully deductible and triple-tax-advantaged.

Small adjustments now can make a significant difference when you file next April. Don't wait until December to think about your tax strategy.