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Oscar Castellanos and Melvin Perez Join Provenance Wealth Advisors

Posted on January 15, 2018

MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for […]

Plugging the Leak on 401(k) Plan Early Withdrawals by Sean Deviney, CFP

Posted on January 15, 2018

American businesses appear to be doing a good job of helping their workers prepare for an eventual retirement by establishing and encouraging employees to contribute to 401(k) retirement savings plans. However, U.S. workers often view their growing retirement account balances as a convenient till they can tap into to pay […]

Maintaining the Power of your Power of Attorney by Brendan T. Hayes

Posted on January 10, 2018

A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own.  Those decisions could be as mundane as paying household […]

Provenance Wealth Advisors’ Sean Deviney Promoted to Director

Posted on January 09, 2018

FT. LAUDERDALE, FL – Jan. 9, 2018 – Provenance Wealth Advisors today announced that Sean Deviney has been promoted to director of the firm. “We are proud to recognize Sean’s contributions and leadership with this promotion,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “He has done a tremendous […]

Income, Estate and Retirement Planning with Taxes in Mind UPDATED by Eric P. Zeitlin

Posted on January 03, 2018

Engaging in estate and financial planning without paying attention to taxes can be a fool’s errand. Tax awareness can be tantamount to all aspects of saving, investing and even spending. Failure to consider the tax implications of any component of an estate or financial plan may negatively affect expected returns […]

How Tax Reform under the Tax Cuts and Jobs Act Impacts You by Edward N. Cooper, CPA

Posted on December 22, 2017

On Dec. 20, 2017, Congress passed the Tax Cuts and Jobs Act, which, upon the president’s signature, will become the most comprehensive legislation reforming the U.S. tax code in more than three decades. The new law, which concludes several weeks of negotiations between Congressional Republicans, goes into effect on Jan. […]

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