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

Posted on April 28, 2022 by

Your income can come from various sources, including employment wages, business income, investment returns and even lottery winnings. As you receive money, it is important to recognize what you are required to report to the IRS and the amounts subject to federal taxes (and sometimes state and local taxes as well.) Understanding these concepts can […]

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 […]

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 […]

Differentiating Between Revocable and Irrevocable Trusts By Brendan T. Hayes

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Posted on March 03, 2022 by Brendan Hayes

Trusts can play a critical role in helping individuals protect their wealth and ensure the efficient and private transfer of assets to beneficiaries after their passing. However, because the depth and breadth of different trust instruments are so vast, individuals must carefully structure their trusts to meet their unique needs and goals. A trust is […]

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