A Roth IRA is a unique retirement savings account that allows eligible individuals to set aside money today for a potentially tax-free income stream in the future. Like a traditional IRA, a Roth arrangement allows individuals to make annual contributions of up to $6,000 in 2019, or $7,000 for savers age 50 and older. That […]
In this episode the relatable finance guys consider the question of investing in cannabis stocks. Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services are offered through Provenance […]
Memorable vacations do not happen by chance. They require a certain level of effort and advance planning to ensure that you stay within your budget and maximize your actual time away for fun, sightseeing and relaxation. The more you plan, the more likely your getaway will meet your expectations. With this in mind, it is […]
In this episode, the relatable finance guys talk about the FIRE trend and smart steps for listeners to consider.
If you gathered documents to prepare your annual federal income tax returns, take a moment now to review your financial accounts before filing those papers away in a drawer. Most importantly, you will want to look at how those accounts are titled, who is named as a beneficiary and if your life circumstances or new […]
Caring for a family member with a physical, intellectual or emotional disability can be costly. Every-day expenses can include not only food and shelter but also specialized medications, assistive devices, special education, transportation, at-home nursing care and much more. Over time, these expenses will almost certainly increase. To ensure that a loved one continues to […]
