Upcoming Radio Shows

Sunday, Oct 25th, 2020 8am

Sunday, Nov 1st 2020, 8am

46 FAQs of Retirement -

Moving into Retirement

with Noel B. Swain, CFP®️

and host Pamela Lyda

Sunday, Nov 8th, 2020, 8am

Featured Report

46 FAQ’s About Retirement

How can know if you have enough income to retire?  As retirement approaches, many people have all kinds of questions, whether it relates to your investments, your social security, taxes, life insurance, state planning, etc.  Planning for your retirement, can be overwhelming.  To help you with your retirement planning, download the 46 FAQs of retirement, which covers the most frequently asked questions on many kinds of retirement planning issues

Hope and Persistance

New!!

College Planning Tool

College tuition has risen 776% since the early 1980's

Often times, parents overpay for college and hurt their savings and retirement plans.

But PEGS can help navigate the college funding process.

P for Price - use each college's net price calculator to discover a school's true cost.

E for Expected Family Contribution - determine how much you need to be prepared to pay for college.

G for Graduation Rate - know the percentage of students who graduate and how many years it usually takes.

S for Salary Projections - compare projected school prices vs schools' starting salary data.

To schedule a FREE complimentary appointment to determine your EFC,

call us at 864 582 7766 or 

CLICK HERE TO SCHEDULE AN APPOINTMENT

How to Avoid Overpaying for College

Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker.  So the solution is to start developing your college funding strategy now by getting an Expected Family Contribution analysis. From that baseline, you can begin to gather the rest of the critical information you need to start the hunt for the right school with the lowest possible tuition while protecting your retirement plans.

THE  WEALTH TOOLKIT®

With the constant volatility in the stock market, you may wonder how this could affect your retirement plans. This is why we at ProVest have developed the Wealth Toolkit®. When we conduct a retirement analysis with our new Wealth Toolkit® it can help reduce your anxiety of investing by being able to better understand your recent portfolio volatility, and by comparing it to previous times in history. In addition to Risk Assessment, some of the other tools in our Wealth Toolkit® include Social Security Analysis, Retirement Planning, and Legacy Preservation.  There is no substitute for having accurate, understandable information on which to base your financial decisions. If you are interested in finding more about how this works, click on the link below or give us a call at 1-800-277-0025.

Risk Assessment Tool

To find out your own PERSONAL  tolerance for Investment Risk, click on the Big Red Button

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Would you like to talk to Noel to discuss YOUR individual situation?

Other Free Reports

5 Questions to Answer Before Filing for Social Security

The 4 Costliest Social Security Mistakes

How to Make your Assets Last a Lifetime

The 1-2-3s of RMDs

How ProVest can help you achieve your goals

5 Steps to a Written Retirement Plan

Fill in the info below to send Noel any questions you may have

Listen to past radio broadcasts
46 FAQs of Retirement - Social Security (Oct 11th) - with Noel Swain and Pamela Lyda
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46 FAQs of Retirement - Investments (Oct 4th) - with Noel Swain and Pamela Lyda
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5 Questions to Answer Before Filing for Social Security (Sept 27th) - with Noel Swain and Pamela Lyda
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Managing your 401k in uncertain times (Sept 20th) - with Noel Swain and Pamela Lyda
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5 Critical Steps to Retirement (Sept 13th) - with Noel Swain and Pamela Lyda
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Why I Love America (Sept 6th) - with Noel Swain and Pamela Lyda
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How to Avoid Overpaying for College Part 2 (Aug 30th) - with Noel Swain and Pamela Lyda
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How to Avoid Overpaying for College Part 1 (Aug 23rd) - with Noel Swain and Pamela Lyda
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How ProVest can help you achieve your goals part 2 (Aug 16th) - with Noel Swain and Pamela Lyda
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How ProVest can help you achieve your goals part 1 (Aug 9th) - with Noel Swain and Pamela Lyda
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College Planning Essentials Part 2 (Aug 2nd) - with Noel Swain and Pamela Lyda
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College Planning Essentials Part 1 (July 26th) - with Noel Swain and Pamela Lyda
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401K Maximization Tips (Jul 19th) - with Noel Swain and Pamela Lyda
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Great Questions from a Potential Client (Jul 12th) - with Noel Swain and Pamela Lyda
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Why I Love America (Jul 5th) - with Noel Swain and Pamela Lyda
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Click Here to read more about ProVest Wealth Advisors

Read Noel's newspaper columns in the: 

Watch Noel's One-Minute Financial Planner Videos

Subscribe to Noel's Newsletter
46 FAQs of Retirement - RMDs and Taxes (Oct 18th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
ProVest Wealth Advisors
223 E Blackstock Rd
Spartanburg, SC 29301
Contact us at:
1-800-277-0025 or
asknoel@theprovestperspective.com

©2018 by ProVest Wealth Advisors

Securities offered through Cambridge Investment Research, Inc., Member FINRASIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

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