Insurance

Prepare for Financial and Medical Issues before Your Child Heads to College by Scott Montgomery, CLU, ChFC

Posted April 17, 2019

Congratulations! Your child has been accepted into college and will potentially be moving out of your family home in the next few months. During this time of excitement and, perhaps sadness, don’t forget that the law no longer recognizes you as your child’s legal guardian. In fact, unless you prepare in advance, you may not […]

Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC

Posted January 15, 2019

Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]

Assessing Long-Term Care Insurance Options by Scott Montgomery, CLU, ChFC

Posted August 2, 2017

When most people think of retirement, they imagine spending their time traveling and pursuing the hobbies and activities that bring them the greatest joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance […]

What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC

Posted July 7, 2017

In June of 2017, the Federal Reserve announced it will continue on its slow and steady path of interest rate hikes with another 0.25 percent increase in the federal funds rate to a range of 1 percent to 1.25 percent. The central bank’s move, its fourth raise since 2008, represents its confidence in a strengthening […]

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory and Financial Planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors and Accountants, and BayBridge are not affiliated with Raymond James Financial Services.

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