Estate & Financial Planning Professionals

Welcome!

The Provenza Group is here to help you face possible future uncertainties with the confidence that you have examined and chosen the right course.

Since our doors opened in 1988, The Provenza Group has worked to identify the four aspects to Estate Planning: Legal planning, Tax planning, Investment planning and Insurance planning. 

Along with our team of professionals, you will meet with a Certified Estate Planner and an Estate Planning Attorney. Certified Public Accountants are available in-house and other professionals are brought in on an ad hoc basis if your situation merits.

Be sure to tune in to "The Ted Provenza Show, The Truth About Money", Tuesdays from 6-7PM on WVIE Radio AM1370
and
"Your Money For Life", Saturdays from 7-9AM on WHFS Radio FM 105.7
 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Payment

How much would your monthly lease payment be?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Outlook 2007, Part II

So the economy has begun to slow and there's some talk of a recession in the offing. Is it time to batten down and wait for the storm? Not so fast. Consumers, financial markets, and policymakers are behaving as though there are reasons to be optimistic.

Which Way to Payday?

Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

More Newsletters →