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.
February 01, 2025
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Happy February. Click below for our February Newsletter
https://www.broadridgeadvisor.com/pdfservice/b1194f91-94a8-476c-80cd-c7e57612173bid=1078381.pdf
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.
January 02, 2025
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HAPPY NEW YEAR !!!
Click below for our January Newsletter
https://www.broadridgeadvisor.com/pdfservice/6a19034e-525b-4ddc-a055-308dcde36f71id=1076474.pdf
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 01, 2024
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Welcome to November. Click below for my monthly newsletter.
https://www.broadridgeadvisor.com/pdfservice/1d049fa3-5984-4d1b-a7f2-c2e6cb7d119fid=1072606.pdf
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 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.
October 01, 2024
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Welcome to October.
Click the link for my October Newsletter
https://www.broadridgeadvisor.com/pdfservice/8e37c897-e43c-4de6-ae1a-79ccfe4137fbid=1070694.pdf
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
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.
September 03, 2024
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Welcome to September. Click below for my September Newsletter
https://www.broadridgeadvisor.com/pdfservice/b4b397c1-9c83-4355-8092-2ba0b5b8ed75id=1068410.pdf
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
