September 21, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
September 19, 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:
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 13, 2023
Making a Charitable Gift? Consider a QCD
Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.
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 29, 2023
Tax-Smart Charitable Gifting Strategies
Are you looking to support the charities you care about and save on your taxes at the same time? Learn more about charitable gifting strategies that could fit your situation and financial plan.
August 24, 2023
Janney Earns Great Place to Work Certification for Second Consecutive Year
I'm proud to be part of this great team!
It’s official! Janney has earned the Great Place to Work certification for the second consecutive year. This prestigious honor is based entirely on what current employees say about their experience working at Janney. Congrats Team Janney.
August 15, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
August 08, 2023
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets. Read more about how we protect the assets in your account.
August 03, 2023
Life Events May Trigger Lending Needs
When used appropriately, strategic borrowing can help enhance your overall wealth plan. Here are examples of when borrowing may be beneficial and some solutions.
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.
August 01, 2023
Outlook 2023: Mid-Year Update
In its mid-year update, our Investment Strategy Group reviews important market and economic trends and what investors should expect for the rest of 2023.
July 18, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Learn more about the changes and strategies to help mitigate potential tax risk.
July 13, 2023
The 7 smartest ways to pay for college
Are you looking to save for college? A good approach is to use a combination of the seven college funding strategies outlined in this article.
July 11, 2023
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Read more for some best practices to help you avoid becoming a victim.
July 06, 2023
Artificial Intelligence Investment Implications
In this report, our Investment Strategy Group reviews the growth of artificial intelligence and the potential for major investment implications and opportunities.
July 05, 2023
What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
Parts of the Tax Cuts and Jobs Act are set to expire by the end of 2025, meaning significant changes for taxpayers. In an article for Kiplinger, our Head of Wealth Planning shared an overview of the implications and strategies to help mitigate the potential tax risks. Read here:
