The ProVest Perspective
with Noel B. Swain, CFP®️ and host Pamela Lyda
Every Sunday at 8 am and 4 pm
on 94.5 FM, WGTK,The Answer
Upcoming Radio Shows:
Sunday, Apr 23rd, 2023
The ProVest Style of Active Management
Sunday, Apr 30th, 2023
Sunday, May 4th, 2023
Have you ever thought about when to retire? Or ever wondered whether you have to stop working all at once? If so, you’re not alone. Many pre-retirees are currently wondering the same thing.
Phased Retirement is the process of retiring gradually, in stages, rather than all at once. According to a report by TransAmerica1, two-thirds of baby-boomer and pre-retirees “envision a phased transition into retirement during which they will either continue working, reduce hours with more leisure time to enjoy life, or work in a different capacity that is less demanding and/or brings greater personal satisfaction. Only 21 percent expect to immediately stop working when they retire.”
This growing trend is known as Phased Retirement.
What is our WEALTH TOOLKIT®
and how can it help you?
With the constant volatility in the stock market, you may wonder how this could affect your retirement plans. This is why we at ProVest have developed the Wealth Toolkit®. When we conduct a retirement analysis with our new Wealth Toolkit® it can help reduce your anxiety of investing by being able to better understand your recent portfolio volatility, and by comparing it to previous times in history.
How does our Active Management style of investing work?
46 FAQ’s of Retirement
How Provest can help you achieve your goals
10 Potential Sources of Retirement Income
5 Steps to Becoming a Savvy Investor
5 Steps to a Written Retirement Plan
8 Necessities to Properly Plan your Estate
14 Questions to Ask any Advisor Before Hiring them
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Securities offered through Cambridge Investment Research, Inc. (CIR), A broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 223 E. Blackstock Rd. Spartanburg S.C. 29301. CIR and Provest Wealth Advisors are not affiliated. We are licensed in the following states:NC, SC, GA, FL, MS, CA, VA, TX