Author Archives: Naomi Wolowitz

The Relatable Finance guys talk about the rising prices in the real estate market and how the added cost of recent interest rate increases affects your ability to purchase a home. They also discuss some less obvious housing costs along with some benefits of having a mortgage.

FT. LAUDERDALE, FL, June 28, 2022 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement. Provenance Wealth Advisors had $4.2 billion in assets under […]

One of the basic principles behind proper estate planning is to help ensure decedents’ hard-earned wealth passes to their heirs in the most tax-efficient manner, which often means minimizing exposure to federal estate and gift taxes. While there are a variety of trust vehicles and other strategies individuals may use to achieve this goal, a […]

Ongoing supply chain challenges, prolonged inflation and geopolitical turmoil in Ukraine are stoking fears of a recession. Whether the Fed’s interest rate hikes can help to quell the threat of an extended recession depends on several factors, including a look at prior economic downturns. After all, those who do not learn from history are doomed […]

Markets have been volatile in recent weeks for a variety of reasons. In this episode, the Relatable Finance guys dig into the causes behind the current market volatility, and what may be in store going forward.

When a person dies, the settling of his or her estate and the closing of his or her financial affairs begin. The entire process can be overwhelmingly stressful for grieving family members and quite time consuming, depending on the size of the decedent’s estate and the plans put in place before his or her passing. […]

Life insurance is a vital estate planning tool intended to help you protect your surviving family members from significant financial burden and other economic risks that can occur when you pass away. In the simplest terms, a life insurance policy passes outside of probate to your beneficiaries, providing them with immediate funds to pay required […]

Trusts are an essential part of estate planning, regardless of your financial means. After all, you do not have to be a millionaire to protect your family members and plan for their continual care after you are gone. With a trust, you can help to ensure that your wishes are followed, and your assets are […]

When it comes to inflation there are various factors to consider. In this episode, the Relatable Finance guys talk with economics professor Dr. Jeff Ankrom who shares his views on various aspects to consider, and how the Federal Reserve factors into all of this.

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]