February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
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.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
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.
November 27, 2024
Want to get your financial records organized? Here Doug Jr. will give some good insights into how you can gain some peace of mind about your financial records. We hope this blesses you :)
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 10, 2024
I’m excited to announce that Jr. has earned the Chartered Retirement Planning CounselorTM (CRPCTM) designation! This achievement strengthens his commitment to providing comprehensive retirement planning and wealth management services, helping our clients prepare for their future with confidence. Contact us today to learn how this designation may be of assistance in planning for your retirement!
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest
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
Great day on the links with clients, Bruce and Whit Carleton! We spent the day golfing and supporting local church, St. Andrew's of Cherry Hill. This event raised funds for the many good works of the Church and community.
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 15, 2024
Seen at TCC-3 generations of Ergood's-all financial professionals! Missing, but not forgotten, is their patriarch, Russell M. Ergood Jr, a municipal bond prof/banker AND caddy, turned President, at Tavistock Country Club. Some would say it's in their blood! Finance AND golf!
August 15, 2024
Our newest member of Ergood Wealth Management team, Dougie Ergood Jr., has won Tavistock Country Club's Men's Golf Championship this past Suday! Are similar skills needed for both the course and financial planning? You bet! Honesty, problem solving, patience, and focus. Good job!
August 15, 2024
Seen at TCC-3 generations of Ergood's-all financial professionals! Missing, but not forgotten, is their patriarch, Russell M. Ergood Jr, a municipal bond prof/banker AND caddy, turned President, at Tavistock Country Club. Some would say it's in their blood! Finance AND golf!
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.”
