Greg and the Provider Group family are passionate about educating our clients on a variety of topics. Check out our monthly newsletters below to see what we think.

January 2020 – PGWA Newsletter on SECURE Act

As the year changes, so do some of the rules related to our retirement accounts. This is a new era for retirement and estate planning.  These recently enacted measures may have the largest impact on retirement planning since the Pension Protection Act of 2006. Check...

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Happy New Year

Happy New Year! We wish you a joyous and wonderful New Year!  All the best in 2020 from Provider Group Wealth Advisors.   The Countdown to 2020 has begun ….  

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December 2019 PGWA Newsletter on Missing Money

Do you have lingering suspicion that you may be missing something, like an old bank account or uncollected security deposits, long forgotten or abandoned?  You’re not alone.  Reports from multiple government agencies indicate that as much as $16 billion is waiting for...

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November 2019 – 20th Anniversary for PGWA!

This November is the 20th Anniversary for Provider Group!  PGWA Thanks You! It is hard to believe.  What started as a business to provide clients quality financial advice has grown to a wealth management firm that is celebrating our 20th anniversary this month! I have...

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October 2019 PGWA Newsletter – Market Volatility

It's officially Autumn! Now we turn to prepping for the holiday season. Also, it may be of interest to read the daily headlines of breaking news items. It's been another interesting month and many conflicts are bubbling.  Consumer confidence index falling, Washington,...

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September 2019 PGWA Newsletter

Schools back in session and cooler weather on the way!  I hope you’re having a good start to your fall. This month's newsletter focuses on a topic that deserves consideration for most people, life insurance.  Life insurance and its options to give you peace of mind....

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