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
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 27, 2023
Market Street Advisors Joins Janney in Montvale, New Jersey
Market Street Advisors, a six-person team from Merrill Lynch, has joined Janney in Montvale, New Jersey. The addition further demonstrates our reputation as a destination firm for leading advisors seeking an entrepreneurial and client-focused culture.
September 14, 2023
Janney Opens New Office in Pittsfield, Massachusetts with addition of Berkshire Wealth Advisors
We've opened a new office in Pittsfield, Massachusetts, with the addition of Berkshire Wealth Advisors, a team previously associated with Raymond James. We’re thrilled they've chosen to join Janney and recognize the benefits of our boutique culture.
