News and Commentary

Relatable Finance Podcast Episode 20 – Inflation

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Posted on May 28, 2019 by Shane Phillips

In this episode the relatable finance guys explain inflation: what it is, how it happens and why it is impactful.         Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. […]

Finding a Balance between Paying Off Debt and Saving for Retirement by Brendan T. Hayes

Posted on April 03, 2019

According to the Federal Reserve, household debt continued to increase in 2018 with Americans owing more than $13.5 trillion at the end of the third quarter. In addition to the obvious challenges this debt may create, it may also be a primary reason why so many Americans have not saved enough to afford an eventual […]

UPDATED What 401(k) Plan Sponsors Need to Know about Relaxed Rules to Hardship Withdrawals by Sean Deviney, CFP

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Posted on March 22, 2019 by Sean Deviney

The IRS recently issued guidance on the new rules for financial hardship withdrawals from employer sponsored retirement plans instituted by the Bipartisan Budget Act of 2018. The new rules are intended to provide participants in 401(k) and 403(b) retirement plans with easier access to hardship withdrawals from these savings accounts. As a result, it is […]

UPDATED 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 […]

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