ProVisors Member Thought Leadership

A special BONUS episode of the Breaking Money Silence® Podcast Series on Negotiating is an interview with Erin Lowry. I interviewed Erin who is the author of several books including her latest, Broke Millennial Talks Money: Scripts, Stories, and Advice to Navigate Awkward Financial Conversations. Erin shares how she struggled with underearning when she began her career and offers practical

When many people hear the words “estate planning,” they assume it’s just for the wealthy. But that’s not the case because everyone can benefit from an estate plan. And when you’re creating one, you’ll want to avoid some common mistakes.

Before we look at those mistakes, let’s go over what estate planning is designed to accomplish. Essentially, an estate plan

For many years, Americans provided for their retirement needs through three sources: employer-sponsored pension plans, Social Security income, and savings and investments accumulated through employer plans or individual accounts – the so-called “three-legged stool.” But today, that stool is shakier than it used to be. What can you do to strengthen it?

To begin with, all three legs of the

The fifth episode of the Breaking Money Silence® Podcast Series on Negotiating is an interview with Shirley George Frazier, best-selling author and President of Sweet Survival LLC. Shirley is full of positive energy and committed to helping people succeed in business. She uses her superpowers to help her consulting clients negotiate with their suppliers and acts as a middle person