News and Commentary

Provenance Wealth Advisors Included on InvestmentNews’ Best Places to Work for Financial Advisors in the USA

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Posted on March 01, 2024 by

FT. LAUDERDALE, FL – March 1, 2024 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors in the USA. The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, […]

Relatable Finance Podcast Episode 141: Recent Turmoil in the Chinese Stock Market

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Posted on February 12, 2024 by

China seems to have been in the news a lot recently, particularly as tensions with the U.S. seem elevated. Interestingly, China’s stock market has been under pressure while the U.S. market and economy continues to perform better than many expected. Join the South Florida relatable finance guys as they discuss China and the U.S. markets.

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

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Posted on January 24, 2024 by Eric Zeitlin

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals worldwide is private placement life insurance (PPLI). In the simplest […]

Social Security Announces Significant Cost of Living Increase for 2024 By Lee F. Hediger

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Posted on January 16, 2024 by Lee Hediger

The nation’s 71 million recipients of Social Security and/or Supplement Security (SSI) benefits are seeing those payments rise by 3.2 percent in 2024, a sharp contrast to last year’s 8.7 percent increase. According to the Social Security Administration, the 2024 cost-of-living adjustment (COLA) represents an additional benefit of $50 per recipient each month. The Social […]

Are You Prepared for Sunsetting Tax Provisions? By Sean Deviney, CFP®*

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Posted on January 11, 2024 by Sean Deviney

Many of the provisions contained in the current tax law are set to expire on Dec. 31, 2025, signaling an immediate need for individuals to reassess their existing estate plans to maintain long-term tax efficiency. Failure to engage in planning now can result in potentially higher taxes on income and long-term capital gains and undue […]

IRS Sets Inflation-Adjusted Individual Tax Rates for 2024 By Kathleen Marteney, CRPC®

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Posted on January 03, 2024 by Kathleen Marteney

The IRS recently released the 2024 cost-of-living adjustments to various provisions of the tax code, which you will use to file your federal income tax return in 2025. Marginal Income Tax Rates The following rates apply to individuals’ income in 2024. 37 percent for individual, single taxpayers with incomes greater than $609,350 ($731,200 for married […]

IRS Announces Retirement Savings Plan Contribution Limits for 2024 By Danielle Keyes

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Posted on December 27, 2023 by Danielle Keyes

The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For 2024, the maximum contribution employees […]

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