Beverly Provost CFPr - FR Financial Advisors, LLC

11/14/2024

It feels great to be able to share my knowledge and help others. See article for highlights of the work me and other CFP®s are doing to support our veterans. "In a world where countless service members and veterans face daunting financial challenges, the Coordinated Assistance Network (CAN) shines as a beacon of hope for those who have served our country. "

Coordinated Assistance Network’s (CAN) Story https://ffpprobono.org/wp-content/uploads/2017/05/military-dad-kids-966x1024.jpg 966 1024 FFP FFP https://ffpprobono.org/wp-content/uploads/2017/05/military-dad-kids-966x1024.jpg November 11, 2024 November 12, 2024 Coordinated Assistance Network's (CAN)...

10/07/2024

12/07/2023

Happy Holidays!

03/09/2023

Thank you Coral Springs Coconut Creek Regional Chamber of Commerce for hosting an uplifting and empowering event on International Women's Day! 🥰

08/31/2021

Some great tips that I also regularly incorporate into my clients' financial planning.

Spending your nest egg carefully is just as important as building it.

06/24/2021

It is not too early to start planning for retirement. Here are five reasons why Gen Z should start saving for retirement sooner rather than later.

As members of Generation Z enter the workforce, they should also start planning for retirement. Even though retirement is decades away, acting now can lead to better financial security throughout your entire life.

01/07/2021

A great summary of the areas I address when developing a retirement plan for my clients.

Before deciding to retire sooner than you had planned before 2020 came and went, sidestep these financial planning mistakes that can destroy a perfectly nice retirement. Read more

10/21/2020

It is open enrollment season for many employers. As you are looking to choose your benefits for next year consider an HSA or Health Savings Account if it is offered with you health option (High Deductible Plan). In many cases this option can save you money due to the tax savings. Here is an excellent article that explains more.

All you need to know about this popular account used to cover healthcare expenses.

10/14/2020

A timely and inciteful article on investing from our strategic partner.

Maintaining a globally diversified portfolio means accepting that your investment results will differ from a common index benchmark (think: S&P 500).

09/29/2020

Parents of college students, it is time to file FAFSA. Here is an excellent article about how you can ask for additional support if you were effected by COVID.

If the pandemic causes job loss, salary reductions, an increase in college costs or otherwise affects the student’s and parent’s ability to pay for college, they can appeal to the college’s financial aid office for an increase in the financial aid package.

09/17/2020

This is an important planning tool that many are not aware of and is one of the reasons to have a Financial Advisor.

Under the rule of 55, if you have left your employer and are over 55, you can withdraw money from your 401(k) without incurring a 10% penalty.

09/02/2020

Insurance companies are taking applications again. Happy to review your situation and assist you.