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.”
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 26, 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!
June 25, 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!
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 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
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?