News and Commentary
Exciting News: Introducing Dadko Wealth Management!
Exciting News: Introducing Dadko Wealth Management!
After many years of using Sailfish Wealth Management as our group name, we have decided to simplify it to Dadko Wealth Management.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 25, 2025
Protect Yourself From Scams Targeting Retirees
Fraud targeting retirees is increasingly common, but knowing the warning signs can help you stay protected. Learn about common scams and how to safeguard yourself from fraudsters.
March 07, 2025
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Great news about a change to the college Financial Aid program (FAFSA). 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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
