Blog
Eric Johnson Joins Providence Wealth Planning After More Than 12 Years at Trilogy Financial
Providence Wealth Planning announced on Monday, June 29, 2026 that Eric Johnson, AIF® is joining their wealth management firm, which provides securities and investment advisory services through Osaic Wealth, Inc. Johnson is making the...
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Richard Higbee Jumps to Providence Wealth Planning, Osaic Wealth After Long Stint with LPL
Providence Wealth Planning announced on Monday, December 1, 2025 that Richard Higbee is leaving LPL Financial and Trilogy Financial to join their wealth management firm alongside Osaic Wealth, Inc.
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The Roth Conversion Sweet Spot
Many pre-retirees overlook a key planning window between the ages of 59½ and 65—a ‘sweet spot’ where thoughtful Roth conversions can provide long-term tax advantages and reduce future Medicare costs.Once you reach age 59½, IRA...
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10 People Who Need to Set Up Term Life Insurance for Their Family
Our clients often get motivated and excited while forecasting what could go right in their financial plans, but it’s important to not get caught unprepared when disaster strikes.
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