News and Commentary

Claiming Social Security After the Loss of a Spouse By Kathleen Marteney, CRPC

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Posted on May 03, 2022 by Kathleen Marteney

According to the Social Security Administration, Social Security retirement benefits replace, on average, 40 percent of an individual’s pre-retirement income. As a general rule, the longer you wait to begin claiming these benefits, the larger the monthly benefit you will ultimately receive. While this principle seems simple enough, the types of benefits and claiming strategies […]

Avoiding Tax Traps in Your Financial Plan By Robert Mark Weiss, CFA

Posted on April 28, 2022 by

Your income can come from various sources, including employment wages, business income, investment returns and even lottery winnings. As you receive money, it is important to recognize what you are required to report to the IRS and the amounts subject to federal taxes (and sometimes state and local taxes as well.) Understanding these concepts can […]

Understanding Your Choices When Selecting a Trustee By Eric P. Zeitlin

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Posted on April 20, 2022 by Eric Zeitlin

People spend a significant amount of time building their wealth and carefully creating trusts and mapping out an estate plan to protect and preserve their assets for future generations. Yet, when it comes time to naming a trustee to carry out their wishes under the terms of a trust, many people stumble. Making the right […]

Pedro Harth Joins Provenance Wealth Advisors

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Posted on April 14, 2022 by Pedro Harth

Miami, FL –April 14, 2022 – Provenance Wealth Advisors is pleased to announce that Pedro Harth has joined the firm as an independent financial advisor based in the new Dadeland office. “Pedro Harth comes to us with more than 30 years of financial experience,” said Eric Zeitlin, PWA managing director and RJFS financial advisor. “His […]

President Introduces 2023 Budget Proposal, Calls for Higher Taxes on Billionaires By Todd A. Moll, CFP®, CFA

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Posted on April 05, 2022 by Todd Moll

On March 28, the Biden administration unveiled its fiscal budget for 2023, indicating its plan to “cut costs for families, cut the deficit and expand the productive capacity of the economy.” Among the provisions included in the budget are higher tax rates for corporations and individuals, including a new minimum tax on billionaires. Whether these […]

Women Need to Plan for their Long-Term Care By Olga Ismail

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Posted on March 24, 2022 by Olga Ismail

No one wants to think about spending their golden years in a nursing home or with round-the-clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to the U.S. Department of Health and Human Services, someone turning age 65 today has an almost 70 percent chance of […]

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