News and Commentary

Saving for Children’s College and Private School Education with 529 Plans By Brendan T. Hayes

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Posted on June 07, 2023 by Brendan Hayes

College tuition costs continue to rise, forcing families to plan far in advance for how they will afford the future costs of their children’s higher education. Taking advantage of a 529 saving plan helps families reach these goals while providing significant tax benefits. Contributions you make today to a 529 college-saving plan grow tax-deferred until […]

Relatable Finance Podcast Episode 124: Exploring the Start-Up World with Jared Husch

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Posted on May 23, 2023 by

In this episode, Relatable Finance host Shane Phillips talks to Jared Husch, Director of Growth at Nearpod. They cover many areas of the start-up world including working in a small company environment, acquisitions and growth potential. They also discuss the old and new Miami start-up scene as well as new innovations such as ChatGPT and […]

Planning for Spending During Retirement By Todd A. Moll, CFP®, CFA

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Posted on March 29, 2023 by Todd Moll

One of the primary objectives of financial planning is to ensure that individuals have more than ample spendable cash flow during their retirement years. Navigating the careful balance between spending too much and possibly running out of funds or spending too little and missing out on all the potential joys of retirement is no simple […]

Relatable Finance Podcast Episode 121: All Things Real Estate with Realtor Jeremy Hanson

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Posted on March 20, 2023 by

In this episode, Shane Phillips talks with Jeremy Hanson of Coldwell Banker Realty to get an update on the South Florida residential real estate market. Topics include the market for buying versus renting, the differences between different South Florida cities and neighborhoods and how the increase in interest rates have affected the market.

Does the Recent Turmoil in the Banking Sector Impact My Deposits with Provenance Wealth Advisors? By Todd A. Moll CFA, CFP®, IAF

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Posted on March 16, 2023 by Todd Moll

The recent collapse of regional banks Silvergate Bank (SIVB), Signature Bank (SBNY) and Silicon Valley Bank (SVB) has sent ripples through the banking sector and fanned talk of a U.S. banking crisis. While the talk of widespread contagion may be understandable due to the memories of the 2008 financial crisis, it is important to put […]

Managing Finances When the Kids Move Back Home By Brendan T. Hayes

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Posted on March 07, 2023 by Brendan Hayes

According to Pew Research Center, half of adults ages 18 to 29 were living with one or both of their parents in 2022. This was down from a peak of 52% in June 2020 but still significantly higher than the 44 percent who were living with their parents in 2010. While these living arrangements can […]

2023 Federal Tax Information

Posted on March 03, 2023

The professionals of Provenance Wealth Advisors provide a comprehensive approach to income, estate, financial and business planning. We take pride in helping clients navigate complex financial and risk environments. To learn more about Provenance Wealth Advisors financial planning services click here or contact us at info@provwealth.com

Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®

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Posted on March 01, 2023 by Scott Montgomery

Thanks to expanded federal estate tax exemptions introduced in 2018, very few families have been subject to federal estate, gift and generation-skipping transfer (GST) tax. However, because the higher exemption is a temporary provision of the tax law and subject to change under the influence of shifting political powers, families must prepare their estate plans […]

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