News and Commentary

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

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Posted on January 24, 2024 by Eric Zeitlin

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals worldwide is private placement life insurance (PPLI). In the simplest […]

Social Security Announces Significant Cost of Living Increase for 2024 By Lee F. Hediger

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Posted on January 16, 2024 by Lee Hediger

The nation’s 71 million recipients of Social Security and/or Supplement Security (SSI) benefits are seeing those payments rise by 3.2 percent in 2024, a sharp contrast to last year’s 8.7 percent increase. According to the Social Security Administration, the 2024 cost-of-living adjustment (COLA) represents an additional benefit of $50 per recipient each month. The Social […]

Are You Prepared for Sunsetting Tax Provisions? By Sean Deviney, CFP®*

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Posted on January 11, 2024 by Sean Deviney

Many of the provisions contained in the current tax law are set to expire on Dec. 31, 2025, signaling an immediate need for individuals to reassess their existing estate plans to maintain long-term tax efficiency. Failure to engage in planning now can result in potentially higher taxes on income and long-term capital gains and undue […]

IRS Announces Retirement Savings Plan Contribution Limits for 2024 By Danielle Keyes

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Posted on December 27, 2023 by Danielle Keyes

The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For 2024, the maximum contribution employees […]

What is Tax-Loss Harvesting? By Todd A. Moll, CFP®, CFA

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Posted on December 19, 2023 by Todd Moll

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. Generally, 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 for investors […]

You Are Not Too Young To Think About Life Insurance by Scott Montgomery

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Posted on December 13, 2023 by Scott Montgomery

Death is often the furthest thing on the minds of twenty-somethings 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 careful consideration and planning. In the unfortunate and tragic event that […]

Relatable Finance Podcast Episode 137: Do Annual Predictions Really Matter?

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Posted on December 12, 2023 by

In this episode, the South Florida relatable finance guys discuss market commentators making annual return predictions for various parts of the market for calendar year 2024. They discuss if these matter, how difficult they are to predict and what they focus on instead to help their clients achieve their goals.

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

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Posted on December 07, 2023 by Scott Montgomery

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to detail. Selecting Beneficiaries […]

Provenance Wealth Advisors’ CEO Eric Zeitlin Featured in South Florida Business Journal

Posted on November 29, 2023

FORT LAUDERDALE, FL – November 17, 2023 – PWA CEO and Managing Director Eric P. Zeitlin was recently profiled in the South Florida Business Journal to discuss his market outlook and what it means to move into South Florida. “I love the diversity and culture of South Florida,” said Zeitlin. “It was an honor to […]

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