Introducing our new blog "A Wing and a Plan". We intend to write about personal financial planning and concepts, small business and networking in West Michigan, and the things that matter most: Faith and Family.
You can expect to find a new post here on www.provisioretirement.com every Tuesday morning as well as on LinkedIn .
As an advisor, it is encouraging when a new client chooses to work with us as opposed to their current financial professional. It means that we are communicating our message of diligent financial planning and common sense investing and...Read More
When I wrote about my concerns regarding online stock trading app Robinhood back in July of last year, I had no idea what was to come in 2021. Nor did I realize fully the dangers associated with Robinhood. In other words, I had no idea...Read More
As many of you mourn the loss of The Office from Netflix, I thought it might be a good time to revisit one of my favorite blog topics from last year. That is right, more finance lessons from everyone’s favorite Dunder Mifflin...Read More
In continuing my series on financial terms and ideas that are widely misunderstood, I thought it best to start the year off with a topic that is on everyone’s minds after this past year: Risk. No not the risk that you will run...Read More
It is not difficult to see why so many people have not started investing or planning for their future. With a myriad of financial terms, products, and companies, one can easily become overwhelmed and suffer from “analysis...Read More
There comes a point in all of our lives where the prospect of retirement appears like a speck on the horizon. It is still a ways off but you can see it coming. Likely, you are in your prime earning years and have 10-20 years until...Read More
On November 3rd, Americans around the country will perform their civic duty by either going to the polls or filling out a mail-in ballot. As that day fast approaches, I have heard from many in my circles who have vastly different...Read More
I can always tell when the question is coming. It is the same question I get all the time, and it is almost always asked with awkwardness and uncertainty. I suppose that those who ask it do so out of respect for my time and efforts,...Read More
In 1975, Jack Bogle wanted to offer the average investor a way to achieve market returns without paying a steep fee to a fund manager[i]. Thus, index investing, and investment manager behemoth Vanguard, was born. Bogle initially...Read More
The first half of this year was brutal and included a nationwide lockdown and quarantine to our homes. The pandemic has driven mass layoffs in numbers that are hard to believe. Thankfully, the jobs are beginning to come back, and our...Read More
Ah yes, life insurance, the great paradox of financial products. The only product that you will ever purchase that you hope you will never use. Easily the least exciting thing that I discuss with clients as the conversation typically...Read More
It has likely happened to all of us. We leave a job in search of greener pastures and in the process leave an old 401(k) behind. 401(k) plans are a great way to accumulate wealth while working for an employer especially if that...Read More
Look, as a financial advisor I would love to have everyone and their brother work with me to create a killer financial plan. But as I continue to talk with those in the early stages of planning, I am seeing a couple of common threads...Read More