Provisio Retirement Partners

11/22/2024

Have you heard of faith-based or values-based investing? What are your thoughts? Would that be something that would move the needle for you?

02/28/2024

The first installment of "A Wing and a Plan" in 2024 is here!

In the same way that we can allow our anticipation for something dampen our contentment in it's reality, retirement can be much less enjoyable than you dreamed of when you don't have something to fill your time.

This is why it is a good rule of thumb to retire TO something rather than just retiring FROM something.

Read more below ⬇

I have never been shy about my affinity for University of Michigan football. Watching games on college football Saturdays with friends and family is one of my very favorite pastimes.

12/01/2023

Hard to believe, but we are almost in an election year once again. 😲

The 2024 Presidential Election is less than 365 days away (!!) which means campaigns and primary races are starting to heat up.

I've talked in the past about what the stock market has done historically in the time periods immediately preceding and succeeding Midterm Elections.

Elections also bring an insufferable amount of noise 🔊 debating how the stock market will react to the events leading up to our Nation's Decision. Rather than me making my own predictions, I think it is much more worthwhile to look at what has happened in past cycles.

Historical trends 📊 continued following the 2022 election cycle, which is cause to question what History has to say about the stock and bond market's correlation to the Vote upcoming next November.

READ BELOW ⬇

10/30/2023

💯 401(k)s and other Employer-Sponsored Retirement Plans are a GREAT benefit for employees and one that a lot of employers already use as a retention strategy. (If you don't, it might not be a bad idea to look into what it might cost for you!)

💯 Also true is that participants often don't know who the different parties are that are involved with the plan and who they should talk to with different issues. It becomes a hassle for the employee if they can't get in contact with someone when they have a question about the plan or if they don't even know where to start asking!

10/10/2023

UPDATE:

We are fully moved into our new office in Grandville.

Our new mailing address is 3790 30th St. SW, Grandville, MI 49418.

08/15/2023

Buying Life Insurance is something that just about everyone goes through, but it can still be daunting to start the process.

Read the breakdown below on what to expect when you decide to buy Life Insurance.

As a financial advisor, one of things that I have found to be of the greatest benefit to my clients is making the whole planning process as frictionless as possible. Unfortunately, this is often an uphill battle since many of the...

07/17/2023

We often get asked by people who are unfamiliar with our work, "do you do insurance?"

We are not insurance salesmen. Insurance does however come into play in a variety of different ways in the financial planning process and when planning for retirement!

The article written below talks about the role that different types of insurance could play in your financial plan.

This topic, along with many others, is covered in our Financial Planning Basics course which you can find here ▶
https://lnkd.in/gibTw-AB

https://www.provisioretirement.com/blog/understanding-the-role-of-insurance-in-your-financial-plan

I can’t tell you the number of times I have been asked, “Hey, you do insurance, right?”. I’m sure every member of our team can say that they have been asked the same thing multiple times as well. Whether or not...

06/22/2023

New Blog out now!

🔽 READ 🔽

However you feel about Canadian psychologist and internet firebrand Dr. Jordan B. Peterson, he certainly doesn’t shy away from the tough conversations. Likewise, in similar fashion, personal finance guru and debt reduction expert...

06/08/2023

Our emotions have an impact on all decisions that we make in life and our investments are no different.

For better or for worse.

READ BELOW ⬇

The longer that I am in this industry and the more people that I talk to, the more I am convinced that the biggest impediment to someone reaching their financial goals is themselves. I used to think that it was purely a matter of...

05/26/2023

In today's episode, Alex is joined by Nathan Baar Founder and CEO of healthcare innovator HeatlhBar! Nathan talks about the role of HealthBar in our community and their mission to come alongside the existing infrastructure to fill a need in the marketplace. Nathan also talks about his own personal j...

05/19/2023

In today's episode, Alex welcomes Sara Bos with United Bank to the show to discuss recent myths regarding credit scores and their relation to mortgages. Sara Bos: https://www.linkedin.com/in/sarabos/ https://www.facebook.com/profile.php?id=100087763503224 https://www.instagram.com/sarabosmortgage/ h...