Resources
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Latest News and Articles
- February 17, 2026
Provenance Wealth Advisors, an independent RIA firm, is pleased to announce that Sherry Varrelman has joined the organization as Chief Growth Officer. Sherry is a senior financial services executive with more than 30 years of leadership experience in the wealth management industry. She brings a distinguished record of building and…
- December 29, 2025
Social Security recipients will receive a 2.8 percent cost-of-living adjustment (COLA) to their benefits in 2026. The increase represents an additional $56 per month in payments for Old-Age, Survivors, and Disability Insurance (OASDI) and Supplemental Security Income (SSI) benefits for senior citizens, widows and people with disabilities and special needs,…
- December 18, 2025
Planning for retirement is often the last thing recent college graduates consider upon entering the job market and earning a steady income. However, there is no minimum age when people should start thinking about saving for the future, whether it is for the purchase of a new car or home,…
- December 15, 2025
FORT LAUDERDALE, FLORIDA – December 15, 2025 – Provenance Wealth is proud to announce we ranked number 42 in the national Financial Planning 2025 List of Best RIAs to Work for. This recognition underscores PWA’s commitment to creating an exceptional workplace culture in an industry where culture sets firms apart…
- December 9, 2025
The IRS annually adjusts the maximum amount taxpayers may contribute to their retirement savings plans for inflation. For 2026, these limits increase across all account types, giving taxpayers more opportunities to improve their financial security in retirement. Employer-Sponsored Retirement Plans Taxpayers with access to employer-sponsored retirement savings plans, such as…
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.