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A notable change in the “One Big Beautiful Bill ACT” (OBBBA) is a long-awaited update to the state and local tax (SALT) deduction cap. For many taxpayers, the previous $10,000 cap under the Tax Cuts and Jobs Act (TCJA) felt restrictive. Under the new provision, OBBBA raises that cap to $40,000 for those with less than $500,000 in adjusted gross income (AGI). While those above the threshold remain capped at $10,000, this change could offer meaningful relief for many households. Curious how this might impact your tax plan? Let’s talk. #OBBBA #TaxProvisions

A Secure Retirement Starts Here Social Security plays a major role in your financial future, but many retirees don’t realize how much strategy goes into maximizing benefits. Knowing when to claim, what documents to prepare, and how to coordinate with other income sources is crucial. Our Social Security Checklist covers it all, helping you make informed decisions for a confident retirement. Get your free copy today! https://xmrrwallet.com/cmx.plnkd.in/g449pdQS

Lawsuits happen. When they do, your financial stability could be at risk. At ProVise, we believe in planning ahead with legal, strategic asset protection designed to safeguard what you’ve worked so hard to build. Whether it’s personal injury claims, professional liability, or other unexpected events, our CERTIFIED FINANCIAL PLANNER® professionals can help you evaluate your risk, identify vulnerable assets, and build a defense using proper titling, insurance, and legally protected strategies. It’s not about hiding assets. It’s about protecting your future. Let’s talk about how we can help. #AssetProtection #ProVise

You might not know what financial advisory services you need—and that’s okay! We offer a 30-minute complimentary consultation, during which we’ll discuss your financial situation, needs, and goals. Once you talk with one of our CERTIFIED FINANCIAL PLANNER® professionals, we’ll recommend services that suit your lifestyle. Click below to schedule your in-person or remote consultation today! #FinancialPlanning https://xmrrwallet.com/cmx.plnkd.in/gAUf_-jM

Don't let taxes shrink your nest egg. If you’re retired or getting close to retirement, it’s time to get serious about tax strategy. From RMDs to Roth conversions, here are five key ways to help keep more of what you’ve earned. https://xmrrwallet.com/cmx.plnkd.in/gng4XzyB

TITAN CEO and headline sponsor Enavate are pleased to announce the 2025 Tampa Bay Titan 100 Honorees. The Titan 100 program recognizes the top 100 CEOs and C-level executives in the Tampa Bay region, leaders who are shaping the future of business through their extraordinary leadership, vision, and passion. Together, the 2025 Tampa Bay TITAN 100 and their companies employ upwards of 235,000 individuals and generate over $56 billion in annual revenue, an impressive set of statistics. They will be honored at the annual awards ceremony on Thursday, October 30th, and will be given the opportunity to interact and connect multiple times throughout the year with their fellow Titans. This year’s TITAN 100 exemplify the breadth and depth of Tampa Bay's business landscape, representing healthcare, construction/real estate, retail, software, banking/finance, professional services, hospitality, transportation, and non-profit organizations among others. For more information and a complete list of the 2025 Tampa Bay TITAN 100, visit our website: https://xmrrwallet.com/cmx.plnkd.in/eE29kBbR Special thanks to our annual sponsors for their support of this year’s Tampa Bay TITAN 100 program: Enavate HUB International ProVise Management Group, LLC. JPMorganChase Suncoast Credit Union Vensure Employer Solutions EOS Worldwide - Jeff Jackson #TitanCEO #Titan100 #CEOs #Strategy #Executives #President #TampaBay #Leadership #Business #TPA #Vision #Mission #Community

Making good money—but no idea what “enough” looks like for retirement? If you're earning well into the six figures, the usual rules like “save 10%” or “replace 80% of income” might lead you off track. Your lifestyle, goals, and future plans deserve a more thoughtful approach. In this blog, Shane O'Hara, CFP®, CPWA®, breaks down how high-income professionals can define their own version of “enough”—with flexibility, purpose, and clarity. Read more to rethink retirement on your terms. https://xmrrwallet.com/cmx.plnkd.in/gadmhKx5

Offering a competitive retirement plan is one of the best ways to support your employees and strengthen your business. At ProVise, our CERTIFIED FINANCIAL PLANNER® professionals, many with specialized retirement plan credentials, bring decades of experience helping business owners create, implement, and manage plans that work. Whether you’re starting from scratch or looking to refine an existing plan, our ProVise Fiduciary Plan Analysis can help ensure your offering is efficient, compliant, and beneficial for your team. Let’s build a retirement plan that aligns with your values and your vision for the future. #RetirementPlanConsulting

Thinking about paying off your mortgage early? It’s a big decision with powerful benefits, but it’s not always the right choice. While you’ll save interest and gain peace of mind, you might lose out on liquidity, tax deductions, and higher returns from investments. Consider the pros and cons. Break down the emotional argument versus the mathematical one. Weigh savings against flexibility to determine what aligns best with your goals. Assess your values, and lifestyle, and what success means to you in order to make an informed decision and see how a balanced strategy could shape your financial future. #MortgagePlanning #FinancialGoals https://xmrrwallet.com/cmx.plnkd.in/gZUkw9N6

In our June Financial Insights, we explored how disciplined investment approaches can help you weather ongoing inflation concerns and market uncertainty. How do rising prices affect everything from grocery bills to retirement withdrawals? Is spreading investments across asset types still essential to reducing risk? What are the benefits of pairing liquidity reserves with smart distribution planning? We tackle these questions and more with a singular goal: to help you stay focused, adaptable, and positioned for long‑term success—even in choppy markets. Click below to read the full article, and don’t forget to subscribe to our newsletter to stay ahead with timely financial guidance. #FinancialInsights #SmartInvesting https://xmrrwallet.com/cmx.plnkd.in/g4eiiZDu