Providence Wealth Advisors

With You Every Step of the Way

Providence Wealth Advisors value the relationship we have with each one of our clients. We are dedicated to understanding your goals and work closely with you to develop a plan to get you there.

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Your Financial Journey Podcast

Our Podcast discusses timely developments and issues affecting the financial markets as well as strategies designed to give you peace of mind and achieve your wealth management goals.

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Resources to Help You

Visit The Advisor Blog and Resources for helpful information and materials to educate, enlighten and inspire you along your financial journey and for every stage of life.

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Get to Know Our Team

Enjoy a personal, trusted relationship. Working with Providence Wealth Advisors is a true partnership. Our experienced financial planners, investment advisors and trust officers are dedicated to you, your family and your goals.

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Savings Basics

Financial Calculators

Prepare for Life Events

Podcast

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Financial Planning

The experience needed to understand your game plan and help you accomplish it.

Our Approach

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Wealth Management

Multiple investment options help diversify your portfolio and manage risk.

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Trust Services

Tools and guidance to help manage your assets during your lifetime and beyond.

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Digital map of countries with charts and graphs in the background; concept of financial markets.

Geopolitics and the U.S. Financial Markets

International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezuela and pressure to obtain control of Greenland, as well as anti-government protests in Iran and a snap election in Japan.

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United States Treasury check on top of income tax return form; concept of tax refund.

Paper Tax Refund Checks Being Phased Out by the IRS

As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the Internal Revenue Service (IRS) is phasing out paper tax refund checks for individual taxpayers for the 2026 federal tax filing season.(1)

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Taxing Social Security Benefits: Clearing the Confusion

When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some confusion in messaging from the Social Security Administration about taxation of benefits.(1–2)

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Sign Up for Our E-Newsletter

Stay connected to Providence Wealth Advisors by subscribing to "Market Message", our quarterly e-newsletter, for helpful tips and insights.

Just another way we’re there with you, every step of the way.