Relatable Finance Podcast Episode 15 – What to Do With a Financial Windfall
Posted on March 19, 2019
In this episode the relatable finance guys share tips and things to think about if you are lucky enough to receive a financial windfall.
7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC
Posted on March 18, 2019
If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long-term. Following are seven smart money moves to help you use a financial windfall of money […]
Relatable Finance Podcast Episode 14 – Interest Rates and How They Impact Our Lives
Posted on March 05, 2019
In this episode, the relatable finance guys explain the world of interest rates.
Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®
Posted on March 01, 2019
One of the key benefits of tax reform is an expanded federal estate tax exemption for 2018 through 2025 which will result in fewer high-net-worth families being subject to federal estate, gift and generation-skipping transfer (GST) tax from 2018 and 2019. However, because the increased exemption is a temporary provision of the new tax and […]
Plugging the Leak on 401(k) Plan Early Withdrawals by Sean Deviney, CFP®
Posted on February 26, 2019
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 for everyday expenses before they […]
Tax Reform Brings Estate Tax Relief to Ultra-High-Net-Worth Families by Lee F. Hediger
Posted on February 20, 2019
Ultra-high-net-worth families received very generous relief from federal estate taxes in 2018 under the Tax Cuts and Jobs Act. For 2019, the exemption from federal estate taxes increases even further to $11.4 million for individuals or $22.8 million for married couples filing tax joint tax returns. As a result, individual taxpayers can transfer up to […]
Relatable Finance Podcast Episode 13 – What Is An Investment Strategy?
Posted on February 19, 2019
In this episode, the relatable finance guys answer the question, “What is an investment strategy?”
Relatable Finance Podcast Episode 12 – Lessons Learned From the 2009 Financial Crisis
Posted on February 05, 2019
In this episode, the relatable finance guys look back on the 2009 financial crisis and the lessons learned and not learned.
Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin
Posted on January 30, 2019
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 and may result in significant […]
IRS Lifts Restrictions on 401(k) Loans and Hardship Distributions for Victims of Hurricanes Florence and Michael by Sean Deviney, CFP
Posted on January 23, 2019
Qualifying victims of the 2018 hurricane season, which included hurricanes Florence and Michael, will have an easier time accessing the money they have in employer-sponsored retirement savings plans now that the IRS has lifted restrictions and red tape that typically apply to requests for loans and hardship distributions. To qualify for this relief, hardship withdrawals […]
Relatable Finance Podcast Episode 11 – Where is the Economy Headed?
Posted on January 22, 2019
In this episode the relatable finance guys share their thoughts on the direction of the economy and why no one ever really knows.
Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC
Posted on January 15, 2019
Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]
Relatable Finance Podcast Episode 10 – Things to Think About When You Have A Major Financial Event
Posted on January 10, 2019
In this episode, the relatable finance guys share their thoughts on what should be considered a “Major Financial Event” and what you should think about at that time.
UPDATED It’s Never Too Early for Business Owners to Plan their Exits by Eric P. Zeitlin
Posted on January 09, 2019 by Eric Zeitlin
One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses that they spent the majority of their lives building. After all, business owners view their companies as extensions of their personal identities. They neither have the desire nor the time to think about what will happen if and […]
Provenance Wealth Advisors’ Sean Deviney Included on NAPA’s Top 100 Under 40 List
Posted on December 31, 2018
FT. LAUDERDALE, FL – Dec. 31, 2018 – Provenance Wealth Advisors today announced that the National Association of Plan Advisors (NAPA) has named Sean Deviney to its Top 100 Under 40 list for 2019. More than 500 advisors were considered for the list and judging was based on a combination of qualitative and quantitative data. […]
