September 21, 2023
A Family Conversation on Estate Planning
Having a discussion about your estate plan can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more for some tips on how to get the conversation started.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 14, 2023
Protecting the value of your business for the next generation
If you're a small business owner, it's important to have a succession plan in place. Read more to make sure you are prepared to protect the value of your business.
September 07, 2023
Insurance Solutions for Business Owners
Insurance has the ability to be a multi-faceted and multi-purpose tool for your business. Here are some important considerations for the protection of you and your business, including how insurance can align with your business goals.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 31, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more:
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 26, 2023
The Washington Update
An overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar. Political and financial correspondent Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.
May 20, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets? Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group Mark Luschini | Chief Investment Strategist Mike Halloran | Equity Strategist Guy LeBas | Director Custom Fixed Income Solutions
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
April 03, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.