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Stay informed with timely insights and thought leadership from the advisors at Provenance Wealth Advisors. Our articles, commentary, and firm updates are designed to keep you and your clients ahead of the curve—whether you’re navigating market shifts, planning for generational wealth, or exploring financial trends that shape the future.


Explore our latest thinking and see how we continue to provide value beyond the portfolio.

Social Security recipients will receive a 2.8 percent cost-of-living adjustment (COLA) to their benefits in 2026. The increase represents an additional $56 per month in payments for Old-Age, Survivors, and Disability Insurance (OASDI) and Supplemental Security Income (SSI) benefits for senior citizens, widows and people with disabilities and special needs,…

Planning for retirement is often the last thing recent college graduates consider upon entering the job market and earning a steady income. However, there is no minimum age when people should start thinking about saving for the future, whether it is for the purchase of a new car or home,…

FORT LAUDERDALE, FLORIDA – December 15, 2025 – Provenance Wealth is proud to announce we ranked number 42 in the national Financial Planning 2025 List of Best RIAs to Work for. This recognition underscores PWA’s commitment to creating an exceptional workplace culture in an industry where culture sets firms apart…

The IRS annually adjusts the maximum amount taxpayers may contribute to their retirement savings plans for inflation. For 2026, these limits increase across all account types, giving taxpayers more opportunities to improve their financial security in retirement. Employer-Sponsored Retirement Plans Taxpayers with access to employer-sponsored retirement savings plans, such as…

The once idealized picture-perfect family of two parents and two-and-a-half children has faded as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an…

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