News and Commentary

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


Posted on January 16, 2024 by Lee Hediger

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


Posted on January 11, 2024 by Sean Deviney

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


Posted on December 27, 2023 by Danielle Keyes

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


Posted on December 19, 2023 by Todd Moll

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


Posted on December 12, 2023 by

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


Posted on November 29, 2023

Relatable Finance Podcast Episode 136: Piecing It All Together


Posted on November 28, 2023 by

401(k) Plans Help Employers Attract, Retain Workers Without Increasing Costs, Administrative Headaches By Olga Ismail


Posted on November 16, 2023 by Olga Ismail