News and Commentary

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 […]

It’s Not too Late to Reduce your 2021 Tax Bill By Lee F. Hediger

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Posted on March 16, 2022 by Lee Hediger

Your income-tax liabilities for a particular year generally are set by the time the clock strikes midnight on December 31. However, there are some last-minute moves you can make in the New Year to reduce your tax bill before the individual income tax filing and payment deadlines in April. Max Out Retirement Savings Opportunities You […]

Differentiating Between Revocable and Irrevocable Trusts By Brendan T. Hayes

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Posted on March 03, 2022 by Brendan Hayes

Trusts can play a critical role in helping individuals protect their wealth and ensure the efficient and private transfer of assets to beneficiaries after their passing. However, because the depth and breadth of different trust instruments are so vast, individuals must carefully structure their trusts to meet their unique needs and goals. A trust is […]

Provenance Wealth Advisors’ Director Sean Deviney Appointed to Board of Memorial and Joe DiMaggio Children’s Hospital Foundations

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Posted on February 24, 2022 by Sean Deviney

LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]

How to Help Beneficiaries Manage Financial Affairs, Thrive After a Family Member Dies By Scott Montgomery, CLU, ChFC

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Posted on February 15, 2022 by Scott Montgomery

One of the most critical yet often forgotten steps in estate planning is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may fail […]

Employee Education Can Help Protect Your Company’s Retirement Plan from Leakage By Olga Ismail

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Posted on February 02, 2022 by Olga Ismail

The pandemic and ensuing “Great Resignation” are accelerating an already concerning rate of leakage from employers’ 401(k) plans, negatively impacting both employers’ costs and plan participants’ retirement readiness. In this environment, it is especially critical for businesses to educate employees about the rules for early withdrawals and separations from service and the options available to […]

The Benefits of a Personal Property Memorandum By Brendan T. Hayes

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Posted on December 23, 2021 by Brendan Hayes

Engaging in estate planning is the best way to ensure your assets pass to your intended beneficiaries after death. The more detailed and specific language you use to draft your will, the better the chances that your wishes will be followed. However, consider what would happen if you drew up your will today, listing all […]

Let’s Talk About SPACs By Todd A. Moll, CFP®, CFA

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Posted on December 02, 2021 by Todd Moll

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

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