Provision Retirement

04/01/2022

The Provision Retirement advisors will be on CBS-KTVT 11 in the Greater DFW area, this Sunday, April 3, at 10:30 a.m. They'll be discussing important topics related to retirement planning on their show, Vested Interest. We hope you'll tune in.

12/24/2021

Merry Christmas from your team at Provision Retirement!

Please play the video for some holiday cheer.

You’ll see, we certainly aren’t singers, but we can do math and are blessed to help you with your finances and investing decisions.

It has been a pleasure serving you in 2021 and we look forward to the new year! We are so grateful to have you as clients and friends.

Wishing you peace and joy all season long,
Your Friends at Provision Retirement

This is "Provision Retirement Christmas Video 2021" by Casey Short on Vimeo, the home for high quality videos and the people who love them.

12/14/2021

It’s been a fun and exciting start to the week at Provision Retirement! Our advisors are in Phoenix preparing and recording a new, weekly TV show called “Vested Interest”. The guys will be doing what they love…educating the audience on topics related to investing and retirement planning. The show will begin airing in the greater DFW area starting in January, and we’ll be sure to share more about dates and times to watch as those details become available. Thank you for your continued support of Provision Retirement as we begin this new venture.

01/25/2021

Worried About Retirement? Here's How to Combat the 3 Most Common Fears

Want peace of mind in retirement? Then you start preparing for these things now.

12/18/2020

What are the Phases of Retirement?

Retirement isn't just one phase of life but multiple phases, especially with today's increased life expectancy and retirements that often last for 20 years or more. Each phase has its own rewards, as well as financial and emotional challenges. Here is how some experts define the phases of retirement.

Retirement isn't just one phase of life anymore. There are multiple phases of retirement, with unique challenges and rewards. Here's what to expect.

10/14/2020

The pandemic has caused tremendous damage to the leisure and hospitality industry.

Many in hospitality have been furloughed, laid off, or have moved to a new company. Others have left the industry completely and chosen a new path.

Job changes may create questions regarding old 401ks and retirement plans. Contact us below and we may be able to help.

09/14/2020

As your Medicare enrollment date approaches, you may have questions regarding the process. We have developed a Medicare Meeting Guide to help you along the way. It will give you an overview of the basics of Medicare, some of the questions you should be asking, and the timeline for necessary steps.

09/11/2020

Medicare Part C - Advantage Plans

An alternative to “Original Medicare” is a Medicare Advantage Plan, also called Part C. This allows you to “bundle” Medicare Part A and Part B into one plan. A Medicare Advantage Plan provides the coverage of Medicare, but it is offered by private companies and operates similar to traditional insurance. Medicare Advantage Plans have networks, like a PPO or HMO. Most Medicare Advantage Plans include Part D for prescription drug coverage. Some plans even include additional benefits such as dental and vision that are not covered by “Original Medicare”.

09/09/2020

The costs associated with Medicare Parts A and B, such as copayments, coinsurance, deductibles, and out-of-pocket expenses for services that are not covered, can be quite expensive. This is why many people consider purchasing additional Medicare Supplement Insurance.

09/07/2020

In previous chapters, we discussed the details of Medicare Parts A and B. Now we’ll explore Part D for prescriptions. This is another area of medical expense you might incur during your retirement years. Medicare’s prescription drug coverage, Part D, is optional, but is offered to everyone who has Medicare. It may save you money on your current or future prescriptions.