Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

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.
March 05, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
February 23, 2023
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
February 08, 2023
Don’t Overlook This Hidden Retirement Risk
What is sequence of return risk and how can you protect your retirement income from the impact? This article explores some solutions you may consider as part of your overall financial plan.
February 08, 2023
Why Opt for a ‘Total Return’ Retirement Strategy?
Due to several factors, individuals are increasing left with the responsibility for funding their retirement. Read more to see how a ‘total return’ strategy can help prepare you.
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.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image kdehart@janney.com
Phone Image 410-580-2687