News and Commentary

Provenance Wealth Advisors’ Director Sean Deviney Appointed to Board of Memorial and Joe DiMaggio Children’s Hospital Foundations

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Posted on February 24, 2022 by Sean Deviney

LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]

How to Help Beneficiaries Manage Financial Affairs, Thrive After a Family Member Dies By Scott Montgomery, CLU, ChFC

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Posted on February 15, 2022 by Scott Montgomery

One of the most critical yet often forgotten steps in the estate-planning process is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may […]

Employee Education Can Help Protect Your Company’s Retirement Plan from Leakage By Olga Ismail

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Posted on February 02, 2022 by Olga Ismail

The pandemic and ensuing “Great Resignation” are accelerating an already concerning rate of leakage from employers’ 401(k) plans, negatively impacting both employers’ costs and plan participants’ retirement readiness. In this environment, it is especially critical for businesses to educate employees about the rules for early withdrawals and separations from service and the options available to […]

Estate Planning Continues through Tax Reform Uncertainty By Eric P. Zeitlin

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Posted on January 13, 2022 by Eric Zeitlin

High-net-worth families breathed a collective sigh of relief as 2021 concluded without Congressional approval of the White House’s Build Back Better economic and social services agenda. However, even with the potential demise of the bill and many of its previously proposed tax consequences, wealthy families should not put on hold the estate-planning strategies they already […]

The Benefits of a Personal Property Memorandum By Brendan T. Hayes

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Posted on December 23, 2021 by Brendan Hayes

Engaging in estate planning is the best way to ensure that your assets pass to your intended beneficiaries after your death. The more detailed and specific you are drafting your will, the better the chances your wishes will be followed. However, if you were to draw up your will today, listing all your personal possession […]

Age is More than A Number When Planning for Retirement By Sean Deviney, CFP®*

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Posted on December 08, 2021 by Sean Deviney

After years of diligent saving, you probably built a significant nest egg to afford a comfortable retirement, but that doesn’t mean you’re ready to put your feet up and coast through your golden years. Preparing for retirement requires having a plan in place to address your spending habits, rising health care costs, changing tax laws […]

Let’s Talk About SPACs By Todd A. Moll, CFP®, CFA

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Posted on December 02, 2021 by Todd Moll

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

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