Provident Capital Group

Provident Capital Group Provident Capital Group, is a provider of wealth and investment management advice.

Is 65 still the magic number for retirement? 🕰️ Making the shift to age 67 could increase your Social Security benefits ...
06/23/2026

Is 65 still the magic number for retirement? 🕰️

Making the shift to age 67 could increase your Social Security benefits by up to 15% and provide your portfolio with two additional years of crucial market compounding.

At Provident Capital Group, we help you run the scenarios to ensure long-term stability and peace of mind.

Explore the difference proactive planning can make.

The retirement age is officially 67. This adds years for compounding but requires a total review of your wealth timeline...
06/22/2026

The retirement age is officially 67. This adds years for compounding but requires a total review of your wealth timeline. Are your projections factoring in the 2026 reality? Don't leave it to chance.

The $15 million estate tax exemption is a window, not a permanent fixture.Laws are changing. Exemptions are sunsetting. ...
06/19/2026

The $15 million estate tax exemption is a window, not a permanent fixture.

Laws are changing.
Exemptions are sunsetting.
Tax exposure is rising.

For high-net-worth families, 2026 represents a significant shift in how wealth is transitioned. Current provisions are scheduled to expire, potentially cutting the exemption limits in half.

The math is simple. The window to leverage these historic highs is narrowing.

Strategic gifting, trust restructuring, and updated valuations are no longer "eventual" tasks. They are immediate priorities for those looking to preserve a multi-generational legacy.

Is your estate plan prepared for the shift?

If you’d like to review your current strategy, reach out to our team.

The $15 million window is closing. The current federal estate and gift tax exemption is scheduled to sunset at the end o...
06/18/2026

The $15 million window is closing.

The current federal estate and gift tax exemption is scheduled to sunset at the end of 2025. For high-net-worth families, the financial landscape is shifting.

Exemptions are high. Tax laws are changing. The time to act is now.

A return to pre-2018 levels: approximately $7 million per person: could create significant tax exposure for your heirs. This shift places a premium on proactive decision-making.

Accelerated gifting strategies allow you to lock in today’s higher limits. Strategic trust structures can mitigate long-term risk. Comprehensive planning protects your legacy.

We are currently guiding families through these transitions to ensure their wealth remains a source of stability for the next generation.

If you would like to discuss how these shifts impact your specific estate plan, we are here to help.

The clock is ticking on the current $15M estate tax exemption. ⏳With the sunset approaching in 2026, exemption levels co...
06/16/2026

The clock is ticking on the current $15M estate tax exemption. ⏳

With the sunset approaching in 2026, exemption levels could drop significantly to approximately $7M per person. Now is the time to consider strategic gifting and the use of trust vehicles to preserve your legacy and minimize tax exposure.

Don’t wait for the window to close. Let’s build your proactive estate plan today.

The $15M estate tax exemption window is narrowing. Proactive wealth transfer is no longer a 'down the road' conversation...
06/15/2026

The $15M estate tax exemption window is narrowing. Proactive wealth transfer is no longer a 'down the road' conversation. It’s an immediate priority for protecting your legacy.

Ensure your plan reflects 2026 regulations.

Attention Executives and High Earners: SECURE 2.0 brings significant updates for 2026 that require immediate attention.K...
06/09/2026

Attention Executives and High Earners: SECURE 2.0 brings significant updates for 2026 that require immediate attention.

Key changes to note:
• Mandatory Roth Catch-ups: For those earning over $150,000, catch-up contributions must now be made on a Roth (after-tax) basis.
• The 'Super Catch-up': Individuals aged 60–63 now have an expanded opportunity to significantly increase their retirement savings.

These shifts require a proactive approach to tax and retirement planning. At Provident Capital Group, we help you navigate these complexities to optimize your long-term wealth.

The rules for retirement saving are shifting. Starting in 2026, high earners making over $150,000 will face a significan...
06/08/2026

The rules for retirement saving are shifting. Starting in 2026, high earners making over $150,000 will face a significant change to their 401(k) strategy.

The pre-tax catch-up deduction is ending.
Mandatory Roth contributions are starting.
Tax-free growth is the new focus.

For those age 50 and older, the IRS now requires catch-up contributions to be made on an after-tax basis. While this removes the immediate tax break today, it locks in tax-free distributions for your future. It is a strategic pivot from immediate savings to long-term wealth preservation.

Managing wealth requires navigating these transitions before they impact your bottom line. Transitioning to a Roth-heavy strategy requires a thoughtful look at your current tax bracket and long-term liquidity goals.

Preparation is essential. Strategy is mandatory.

If you'd like to review how this shift affects your 2026 planning, let’s connect.

Earning $150k+? 🚨 Catch-up contributions are shifting to Roth (after-tax). It means losing a deduction today for tax-fre...
06/05/2026

Earning $150k+? 🚨 Catch-up contributions are shifting to Roth (after-tax). It means losing a deduction today for tax-free growth tomorrow. Strategy is mandatory.

Address

3343 Peachtree Road NE STE 145-1905
Jonesboro, GA
30326

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18663236386

Website

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