December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 25, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
November 19, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 18, 2024
Healthy Economic and Profit Growth With Low Inflation Bode Well
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 15, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 12, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 07, 2024
Feeling prepared to meet those costs is easier when you take a few steps ahead of time.
Are you ready to tackle long-term care costs? Taking proactive steps now can make all the difference. Check out this article for a helpful checklist to guide you on this important journey. Learn more.
November 04, 2024
Healthy Economic Growth Bodes Well for Profits and Stocks
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
October 25, 2024
Stocks at All-Time Highs With Broad Participation Across Sectors
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
October 24, 2024
Summary of Candidate Economic & Fiscal Plans
Our Investment Strategy Group reviews the 2024 presidential candidates' economic and fiscal plans and their potential impact on the economy.
October 18, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Did you know? If current legislation sunsets, even an extremely conservative rate of return can potentially push your total estate value over the projected exemption amounts.
Click here to learn more about the importance of estate planning:
October 15, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
October 11, 2024
Lower Inflation and Interest Rates Support Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
October 07, 2024
October marks National Disability Employment Awareness Month. Let’s honor the talents, skills, and contributions of workers with disabilities, as we promote accessibility, awareness, and inclusion.
October 04, 2024
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney is passionate about financial wellness and improving the quality of life for participants in retirement. Contact our team to discuss ways to design an engagement strategy aligned with your plan goals.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
