January 10, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 06, 2025
Outlook 2025
Attached is our Outlook 2025 special report, Janney’s Investment Strategy Group's expectations for the economy, equity and fixed-income markets, and the investment implications for the year ahead. It is a short report but I would recommend focusing on page 2 (Overview) and Page 6 (Risks, Conclusion and Investment Implication). If you would like to discuss this or have other topics to discuss, email me at MDADKO@Janney.com. Happy New Year!
December 23, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Not all Financial Advisors prioritize this for their clients. If you don't have a financial plan, call me. 772-219-2026
December 16, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
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.
December 02, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
-Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Also before yr-end use IRA distributions for charitable contributions. Call me to discuss these and other ideas.
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.
September 26, 2024
Certified Divorce Financial Analyst (CDFA®️)
I am pleased to announce that I recently completed a specialized educational program in professional divorce analysis and am now a Certified Divorce Financial Analyst®️ (CDFA®️).
It is important to me as a wealth manager to continue educating myself in order to provide clients with up-to-date information and meet their needs with knowledge and wisdom. As a result of earning this designation, I am now trained to provide financial information and assistance to people going through a divorce. This means being able to evaluate the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 21, 2024
Which Type of Special Needs Trust Is Right for You?
If you have a child or grandchild with special needs, please ensure you have incorporated the proper language into your estate planning documents. If that person receives an inheritance or a large gift, they could lose government benefits. I have worked with several clients in this situation. Read more about the two types of special needs trusts. If you have questions, call me.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
