News and Commentary

Widows, Widowers Have an Easier Time Electing Portability of Deceased Spouses’ Unused Estate Tax Exemptions By Scott Montgomery, CLU, ChFC


Posted on March 26, 2025 by Scott Montgomery

Provenance Wealth Advisors Welcomes CEO and President Peter Mottek


Posted on March 24, 2025 by Peter Mottek

4 Strategies to Apply During Life to Reduce Estate Taxes After Death By Eric P. Zeitlin


Posted on March 18, 2025 by Eric Zeitlin

Special Needs Trusts Can Help Improve a Disabled Family Member’s Quality of Life by Lee F. Hediger


Posted on March 07, 2025 by Lee Hediger

The Valuable but Often Forgotten Tool of Successful Solopreneurs and Gig Workers By Sean Deviney, CFP®*


Posted on February 26, 2025 by Sean Deviney

Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP®


Posted on February 20, 2025 by Shane Phillips

What is Asset Diversification and Why is it Important? by Olga Ismail, AIF®


Posted on February 04, 2025 by Olga Ismail

Maintaining the Power of your Power of Attorney By Brendan T. Hayes


Posted on January 30, 2025 by Brendan Hayes

A Fair Inheritance is in the Eye of the Beholder By Lee F. Hediger


Posted on January 22, 2025 by Lee Hediger

Age is More than A Number When Planning for Retirement By Sean Deviney, CFP®*


Posted on January 14, 2025 by Sean Deviney

SECURE Act 2.0 Changes to Workplace Retirement Savings Plans in 2025 by Olga Ismail, AIF®


Posted on January 08, 2025 by Olga Ismail