Provise Management Group, LLC

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.

05/28/2026

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.

05/27/2026

Too few financial plans were built with women's lives in mind. Longer life expectancy. Career breaks for caregiving. Multi-generational responsibilities. These factors are a reality for millions of high-net-worth women navigating a system that often treats them as an afterthought.

True financial empowerment for women isn't just about having more. It's about having a strategy designed around your life. https://bit.ly/4dvu3f4

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

05/26/2026

If you're a business owner, your estate plan must integrate with your business exit strategy. Many families face a liquidity crisis when most wealth is tied up in a company. If the estate lacks cash to pay taxes or settle expenses, heirs may be forced to sell the business under duress.

A coordinated plan helps loved ones receive their inheritance while paying the least in taxes and fees. This often involves establishing a living trust to maintain business control during your lifetime and naming a successor trustee. Irrevocable trusts can hold life insurance to provide immediate liquidity, allowing the family business to transfer smoothly.

05/21/2026

If selling your business is on the horizon, your personal finances matter more than ever. A sale isn't just a transaction. It's a major life event with tax implications, timing considerations, valuation strategy, succession planning, and legacy questions.

Business owners often discover too late that earlier personal planning could have maximized their outcome. A coordinated approach that integrates business planning with personal wealth, retirement income needs, investment strategy, and estate planning helps you capture the full value of everything you've built.

05/20/2026

Your business may be your largest asset, but it should never be your entire plan. Market shifts, industry disruptions, leadership changes, and valuation challenges can all impact what your business is worth.

Building wealth outside the business means diversifying investments and creating liquidity that isn't tied to company performance. This doesn't mean stepping away from growth. It means insulating your personal well-being from business volatility so you have true freedom when making major decisions.

05/13/2026

A will is foundational, but it's often insufficient for families with financial complexity. The primary benefit of using trusts is privacy. Wills are public records that pass through probate court—a slow, expensive, and visible process. Trusts allow confidential wealth transfer outside the public eye.

Beyond privacy, trusts offer control a will cannot match. If you're concerned about marriage security or liability exposure for your children, a trust provides protection. By keeping assets within a trust structure, you shield inheritance from potential creditors or legal claims, helping wealth stay within the family line.

Strategic estate planning protects what you've built.

05/12/2026

Your business is thriving. Revenue is strong, your team is growing, and clients keep coming. But here's the question that often goes unasked: are your personal finances getting the same attention?

Many successful business owners have disorganized personal financial plans. When most of your focus goes to cash flow, growth opportunities, and employee needs, it's easy to assume your personal balance sheet will work itself out. It won't.

Ask yourself: Do you know your retirement readiness separate from the business? Is your personal investment strategy aligned with long-term goals or accidentally tied to company risk? Your business deserves an intentional strategy. So does your personal financial future.

05/11/2026

This Mother's Day, we celebrate the women who balance it all. Mothers manage households, careers, caregiving responsibilities, and still find time to support everyone around them.

Financial planning gives mothers the security and confidence to handle whatever life brings. Whether you're planning for your children's education, protecting your family with proper insurance, building retirement savings, or navigating a major life transition, having a clear financial strategy means one less thing to worry about.

To the mothers juggling everything: your financial future deserves the same care and attention you give to everyone else. You've earned that peace of mind.

Happy Mother's Day.

05/06/2026

Congratulations to the ProVise Retirement Team (Jon Brethauer, Tom Harrington, and Jonny Richmond) on being named on the National Association Of Plan Advisors - NAPA list of the nation’s top defined contribution (DC) advisor teams! This list highlights some of the nation’s top advisor teams and the positive impact they’re making on the nation’s private retirement system. We want to thank our plan sponsors for placing their confidence in our ability to help with their employee benefit plans.

The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2025, unless otherwise noted.

The National Association of Plan Advisors (NAPA) recognized our Retirement Plans team in March 2026 for our performance during the 2025 calendar year. This recognition was based on self-reported data, including assets under management (AUM), number of plans, number of participants, and number of advisors. No fees were paid to NAPA in connection with the ranking or submission process. However, we are paying members of NAPA, which is a professional industry association. This ranking is not indicative of future performance and should not be construed as a guarantee of future results.

See here for the full list: https://bit.ly/4m35OaD