November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
February 03, 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.
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 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.
July 24, 2024
This is a wonderful acknowledgement that Janney is a very special place to be a financial advisor.
#cometojanney
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 28, 2024
The Goldman Group Joins Janney in Ponte Vedra, Florida
Janney Florida is growing! Welcome to "FA Heaven" from Wells Fargo!!
March 06, 2024
At Janney, our Financial Advisors and clients know we have stability they can count on. Watch this NEW video to hear Janney Financial Advisors and firm leaders speak about how the firm’s financial strength, private ownership, and history of stability is a legacy you won’t find at other wealth management firms.
February 29, 2024
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
Do you have company stock in your retirement plan that has highly appreciated? If so, this is a MUST read. Or, our team at Decker, Harth & Swavely can help. Reach out.
February 26, 2024
Tom Galvin Joins Janney’s Private Client Group in Leadership Role
We’re pleased to welcome Tom Galvin to Janney. Joining the firm from Raymond James, Tom brings over 25 years of industry experience and is a highly respected and proven leader. Tom will work with Janney’s leadership team on strategic initiatives focused on recruiting and advisor support and lead Janney’s growth in the Northern Florida market.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 11, 2023
Tax-Smart Charitable Gifting Strategies
Over the past 25 years advising clients, two topics come up often when dealing with clients that have accumulated "significant wealth": leaving too much money to kids and avoiding taxes. This article addresses both.
#deckerharthswavely
