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Provision Financial Planning (“PFP”) is a registered investment advisor offering advisory services in the State(s) of Maryland, Alabama and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Provision Financial Planning (referred to as “PFP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

PFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall PFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if PFP or a PFP authorized representative has been advised of the possibility of such damages.

In no event shall Provision Financial Planning have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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Lower Your Taxes In Retirement

Taxes will be the largest expense in retirement for many of you. Read this guide to learn how you can lower yours.

 

  • Take advantage of income dips
  • Roth Conversions
  • Plan around the standard deduction
  • SECURE Act
  • CARES Act
  • Working past 70.5
  • and more....​
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9 Mistakes To Avoid When Retiring Solo ​

Topics Included: Taxes, Social Security, Retirement Fulfillment and more!

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