Providence Financial Services Group

06/02/2026

As we move through the second half of the year, now is an ideal time to review your financial plan and evaluate your progress toward your goals. Whether you're preparing for retirement, enjoying retirement, managing a business, saving for a major purchase, or planning for future generations, a mid-year checkup can help identify opportunities and address potential challenges before year-end.

Financial planning is an ongoing process, and even small adjustments today can have a meaningful impact on your long-term success. Our team is here to help you review your investment strategy, retirement goals and plan, tax considerations, estate planning needs, and other important financial priorities.

If you haven't met with us recently, we encourage you to schedule a review appointment. Together, we can help ensure your financial plan remains aligned with your goals and changing circumstances.

06/02/2026

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings.

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings

06/01/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.

05/28/2026

Starting a new business can be expensive, but the tax rules offer relief: certain start up and organizational expenses like market research, advertising, training, professional fees and filing costs to form a company may be deductible.

Learn which start-up and organizational costs may be deductible, how much can be written off immediately, and what records to keep.

05/27/2026

Here are the June 2026 Business Due Dates

05/26/2026

If you've found yourself in a situation where you've repaid income that you initially reported as taxable in a prior year, you might be eligible for tax relief through the Claim of Right doctrine.

05/26/2026

Here are the June 2026 Individual Due Dates

05/21/2026

Learn when foreign travel expenses are deductible, how business and personal days are counted, and what records are needed to support the deduction.

05/18/2026

The combination of HSAs and HDHPs can be a good option to empower consumers with greater control over their healthcare spending with tax advantages.

05/15/2026

The IRS is successfully challenging aggressive tax strategies using the economic substance doctrine. Learn what recent cases mean for your business and tax planning.

The IRS is challenging aggressive tax strategies using economic substance rules. Learn what this means for tax planning.