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Understanding Today’s Financial Environment

At Provident Investment Services, our financial professionals understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

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Helpful Content

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Planning Your Legacy & Your Family’s Financial Future

Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Creating a Comprehensive Estate Plan

What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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Saving for College 101

Here's a crash course on saving for college.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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