Resources
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Discover what makes Provenance Wealth Advisors a leader in wealth management and their success stories in helping countless clients make confident decisions.
Latest News and Articles
- August 13, 2025
The income you earn during the year is subject to federal taxes, regardless of whether you receive employment wages, business profits, investment returns, Social Security benefits and even gambling winnings. Conversely, property you receive as a gift, bequest or inheritance is generally not included in your taxable income. Understanding these…
- August 11, 2025
Saving for retirement through an employer’s 401(k) plan is a great way to invest in yourself, both for today and for your future. With each contribution to your plan, you essentially pay yourself (rather than Uncle Sam) and allow those payments to stay invested in the market, where they have…
- August 6, 2025
Most versions of economic theory assume humans are rational beings who will make the best decisions given the facts of their current circumstances. Unfortunately, a theory is not reality. People commonly make financial decisions based on irrational and inefficient cognitive biases and other psychological factors that ultimately influence fluctuations in…
- August 4, 2025
529 plans provide families at all income levels with a tax-advantaged method for funding their children’s future education. Generally, contributions are invested and allowed to grow free of federal income tax when withdrawals are used to pay qualifying higher-education expenses, including tuition and fees for an undergrad or graduate school…
- July 30, 2025
For some, the COVID pandemic may seem like a distant memory. However, if there is one lesson we learned from that period it’s that no one is immune from a job loss, a business closing, or a life-threatening illness. When these challenges occur, it is often too late to develop…
Relatable Finance Podcast
“Relatable Finance” brings clarity to investing, wealth planning, and today’s financial trends—breaking it all down for Gen Z, Millennials, and anyone ready to take charge of their financial future. Each episode delivers actionable insights, real talk, and timely tips in a way that’s easy to understand and immediately useful.
Perfect for those building their wealth journey, this podcast keeps it smart, relevant, and always practical.