Probate refers to the legal process of settling an individual’s estate and distributing his or her property and assets to heirs and other named beneficiaries after he or she passes away. If a person dies with a will, the court will generally follow the directions the decedent’s outlined for distributing assets and naming guardians for […]
SARASOTA, FL – October 22, 2018 – Financial advisor Robert Weiss, CFA®, has joined Provenance Wealth Advisors as a regional director and financial advisor based in the firm’s new Sarasota office. Weiss has more than 35 years of experience in investment strategies, financial planning and life insurance solutions. “Rob is a terrific addition to our […]
The Tax Cuts and Jobs Act (TCJA) reforms the U.S. tax code and turns traditional estate planning for couples on its head by changing the way the IRS will treat alimony payments between divorcing couples beginning on Jan. 1, 2019. Under current law, payments of spousal support are deductible by the payer and taxable as […]
In this episode the guys discuss why you should consider taking a chance on the stock market.
While investors welcome market gains, they should not overlook the substantial tax liabilities their positive performing investments may incur when the time comes to sell. Under tax reform, investors are subject to capital gains tax as high as 37 percent when they sell non-retirement investments, real estate or other appreciating assets. However, it is possible […]
The new tax law in effect for 2018 provides an opportunity for people with disabilities to save more money in ABLE accounts and qualify for a special saver’s credit. The U.S. government introduced ABLE accounts in 2015 to help disabled individuals and their families save money to pay for disability-related expenses without any risk of […]
In this episode the guys discuss how to keep your cool when the markets are hot.
In this episode, the guys discuss how to keep your thinking long-term, even in the face of instant gratification.
In this episode, the guys discuss behavioral impacts on investing, FOMO and what to do with investing tips.
In this episode the guys share their thoughts on things you can and cannot control related to money, savings, taxes and social security.
In this episode, the guys explain the basics of budgeting, saving and debt and share tips on making them work for you.
One of the primary objectives of financial planning is to ensure that individuals have more than ample spendable cash flow during all of their retirement years. Navigating the careful balance between spending too much and possibly running out of funds, or spending too little and missing out on all of the potential joys of retirement […]
According to Pew Research Center, more than one-third of young adults between the ages of 18 and 34 are currently living in a home with their parents. While these living arrangements can help young adults to pay down student loans or save enough money to establish their own financial independence, it can also put a […]
Most versions of economic and finance theory take the approach that humans are rational and will make the best decisions given their specific circumstances. Unfortunately, theory is not reality. In reality, humans often make irrational decisions. Often, these choices are influenced by psychological factors that can be explained through the study of behavioral finance. Behavioral […]
In this episode, Joseph Karl and Shane Phillips discuss debt, saving and budgeting.
