Retirement

Penalty Free Access to Retirement Funds with Rule 72(t)

By Dina Siracusa IAR, CDFA, MBA COVID-19 has had a tremendous effect on many Americans. The financial impact has been felt across the...

Retirement Planning During Changing Times

Provident Wealth Advisors

Retirement Planning During Changing Times

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history....

Provident Wealth Advisors

Medicare Update

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word...

Provident Wealth Advisors

Who Will Take Care of Mom and Dad?

By Daniel Goodwin Haven’t you been sitting around with your brother(s) and sister(s) and had the infamous discussion on who ranks where...

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Is It Too Late To Save For Retirement?

By Daniel Goodwin You are 45 years old and it dawns on you that your college days are looking further and further in your review view...

How Women Can Achieve Financial Empowerment – and a Better Retirement

Provident Wealth Advisors

How Women Can Achieve Financial Empowerment – and a Better Retirement

By Dina Siracusa If you're a married woman, chances are that one day you will be a widow. Will you be ready to handle finances on your...

4 Advantages Of A Health Savings Account

Provident Wealth Advisors

4 Advantages Of A Health Savings Account

By Daniel Goodwin Health Savings Accounts are growing by leaps and bounds. Over ten million people now have them as part of their...

Provident Wealth Advisors

A Realistic Approach to Long-Term Care

By Daniel Goodwin “An idealist believes the short run doesn’t count. A cynic believes the long run doesn’t matter. A realist believes...

Acquaint Grown Children with Your Financial Affairs

Provident Wealth Advisors

Acquaint Grown Children with Your Financial Affairs

By Daniel Goodwin Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs....

Long Term Care - The Good, The Bad and The Ugly

Provident Wealth Advisors

Long Term Care - The Good, The Bad and The Ugly

By Daniel Goodwin When we council those who are in or near retirement, we always ask if they have Long Term Care insurance. Over many...

Why 2 Million Dollars May Make You Miserable

Provident Wealth Advisors

Why 2 Million Dollars May Make You Miserable

By Daniel Goodwin As I get deeper and deeper delving into the financial picture of clients in the 30’s, 40’s, and 50’s, the psychology...

Provident Wealth Advisors

How to Crush Financial Procrastination

“Never do today what you can put off till tomorrow” – The procrastinators unintended mantra Every year millions of Americans face the end...

How Much Portfolio Risk Is Right For Me?

Provident Wealth Advisors

How Much Portfolio Risk Is Right For Me?

Have you ever really tried to determine what your real risk tolerance is when it comes to investing? Most people by nature will tell you...

It Wasn’t Raining When Noah Built The Ark

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It Wasn’t Raining When Noah Built The Ark

The stock market has dished out lavish returns for investors since the decade old stock market meltdown of 2008. The Dow Jones Industrial...

Retirement Readiness – Knowing You’re On Track

Provident Wealth Advisors

Retirement Readiness – Knowing You’re On Track

With the many uncertainties in today’s new global economy, we have reason to harbor financial doubt and fear in some regard either for...

Provident Wealth Advisors

WHAT ARE YOUR RETIREMENT ASSUMPTIONS?

You often see the commercials on television today asking the question, “What’s Your Number”? What they are really referring to is the...

Provident Wealth Advisors

RETIREMENT PLANNING IS INCOME PLANNING

If I could boil the objective down of a one hundred page, three thousand dollar financial plan it would be this: Use the entirety of...

This material is for general information and education purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of nay investor.

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