As you gather documents to prepare to file your tax returns for 2018, it is a good time to review your retirement accounts, simplify them and ensure your investment strategy continues to meet your current and future needs and goals. According to the Bureau of Labor Statistics, the average tenure of an employee at one […]
The IRS recently issued guidance on the new rules for financial hardship withdrawals from employer sponsored retirement plans instituted by the Bipartisan Budget Act of 2018. The new rules are intended to provide participants in 401(k) and 403(b) retirement plans with easier access to hardship withdrawals from these savings accounts. As a result, it is […]
FT. LAUDERDALE, FL – March 20, 2019 – Provenance Wealth Advisors announced that Barron’s has named the firm’s chief investment officer Todd Moll, CFP®, CFA, to its annual list of top 1,200 financial advisors in the country for the fifth consecutive year. Moll ranked No. 18 on the list of Florida advisors. The annual ranking […]
In this episode the relatable finance guys share tips and things to think about if you are lucky enough to receive a financial windfall.
If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long-term. Following are seven smart money moves to help you use a financial windfall of money […]
In this episode, the relatable finance guys explain the world of interest rates.
One of the key benefits of tax reform is an expanded federal estate tax exemption for 2018 through 2025 which will result in fewer high-net-worth families being subject to federal estate, gift and generation-skipping transfer (GST) tax from 2018 and 2019. However, because the increased exemption is a temporary provision of the new tax and […]
