News and Commentary

Claiming Social Security After the Loss of a Spouse By Kathleen Marteney, CRPC

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Posted on May 03, 2022 by Kathleen Marteney

According to the Social Security Administration, Social Security retirement benefits replace, on average, 40 percent of an individual’s pre-retirement income. As a general rule, the longer you wait to begin claiming these benefits, the larger the monthly benefit you will ultimately receive. While this principle seems simple enough, the types of benefits and claiming strategies […]

Avoiding Tax Traps in Your Financial Plan By Robert Mark Weiss, CFA

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Posted on April 28, 2022 by Robert Weiss

The income you earn can come from various sources, including employment wages, business income, investment returns, and even the lottery, if you are so lucky. As you receive money, it is important to recognize what you are required to report to the IRS and the amounts that are subject to federal taxes (and sometimes state […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2022

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Posted on April 26, 2022 by Todd Moll

Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – April 26, 2022– Provenance Wealth Advisors, an independent office, today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the fourth consecutive year. The Forbes annual […]

Understanding Your Choices When Selecting a Trustee By Eric P. Zeitlin

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Posted on April 20, 2022 by Eric Zeitlin

People spend a significant amount of time building their wealth and carefully creating trusts and mapping out an estate plan to protect and preserve their assets for future generations. Yet, when it comes time to naming a trustee to carry out their wishes under the terms of a trust, many people stumble. Making the right […]

Pedro Harth Joins Provenance Wealth Advisors

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Posted on April 14, 2022 by Pedro Harth

Miami, FL –April 14, 2022 – Provenance Wealth Advisors is pleased to announce that Pedro Harth has joined the firm as an independent financial advisor based in the new Dadeland office. “Pedro Harth comes to us with more than 30 years of financial experience,” said Eric Zeitlin, PWA managing director and RJFS financial advisor. “His […]

President Introduces 2023 Budget Proposal, Calls for Higher Taxes on Billionaires By Todd A. Moll, CFP®, CFA

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Posted on April 05, 2022 by Todd Moll

On March 28, the Biden administration unveiled its fiscal budget for 2023, indicating its plan to “cut costs for families, cut the deficit and expand the productive capacity of the economy.” Among the provisions included in the budget are higher tax rates for corporations and individuals, including a new minimum tax on billionaires. Whether these […]

Women Need to Plan for their Long-Term Care By Olga Ismail

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Posted on March 24, 2022 by Olga Ismail

No one wants to think about spending their golden years in a nursing home or with round-the clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to AARP, approximately 52 percent of Americans turning 65 this year will require some sort of long-term care services and […]

It’s Not too Late to Reduce your 2021 Tax Bill By Lee F. Hediger

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Posted on March 16, 2022 by Lee Hediger

Your income-tax liabilities for a particular year generally are set by the time the clock strikes midnight on December 31. However, there are some last-minute moves you can make in the New Year to reduce your tax bill before the individual income tax filing and payment deadlines in April. Max Out Retirement Savings Opportunities You […]

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