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
August 01, 2024
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Welcome to August. Click below for my August Newsletter
https://www.broadridgeadvisor.com/pdfservice//8291bb4d-7f0e-496c-adb0-cb4877a3bb62id=1066604.pdf
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.
July 01, 2024
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Welcome to July. Click below for my July Newsletter
https://www.broadridgeadvisor.com/pdfservice/eae83f55-16e1-4d76-96ec-0a95346a4029id=1064263.pdf
June 07, 2024
I’m looking forward to attending Janney’s 2024 Wealth Management Conference. It will be an excellent opportunity to connect with colleagues and hear from leading industry experts about the latest financial planning and investment trends to help meet the unique needs of my clients.
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.
June 03, 2024
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Click below for my June Newsletter
https://www.broadridgeadvisor.com/pdfservice/930df6a5-0165-4315-a17a-2dc016817599id=1061399.pdf
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
