January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
January 02, 2026
7e5ced41-cc31-4307-b67e-61b33f30acdfid=1095644.pdf
Happy New Year !
Click link for our January Newsletter
https://www.broadridgeadvisor.com/pdfservice/7e5ced41-cc31-4307-b67e-61b33f30acdfid=1095644.pdf
January 01, 2026
Here’s wishing you and your family a happy, healthy, and successful year ahead.
Please click on the link for my January 2026 newsletter.
https://www.broadridgeadvisor.com/fmaweb/Newsletters/MonthlyNewsletters.aspx?iplf=jm
December 05, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
December 01, 2025
945fd300-0874-45d2-b2e6-7ec45ea4c56cid=1094306.pdf
Happy Holidays, Please click below for our December newsletter.
https://www.broadridgeadvisor.com/pdfservice/945fd300-0874-45d2-b2e6-7ec45ea4c56cid=1094306.pdf
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
November 01, 2025
646ee152-ca9c-4abb-a9bc-0a3a0b544583id=1092918.pdf
Welcome to November Please click below for our current newsletter.
https://www.broadridgeadvisor.com/pdfservice/646ee152-ca9c-4abb-a9bc-0a3a0b544583id=1092918.pdf
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
October 01, 2025
bdb9ae59-fc37-4bc7-bc0b-0b3d8c535cd9id=1091490.pdf
Welcome to October. Click link for our monthly newsletter
https://www.broadridgeadvisor.com/pdfservice/bdb9ae59-fc37-4bc7-bc0b-0b3d8c535cd9id=1091490.pdf
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
September 01, 2025
7bdfb52b-77d9-45c3-8bf6-6505f4aef133id=1090017.pdf
Welcome to September. Let's go Giants. Click below for my September Newsletter
https://www.broadridgeadvisor.com/pdfservice/7bdfb52b-77d9-45c3-8bf6-6505f4aef133id=1090017.pdf
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
August 01, 2025
30 Years of Marriage and Compounding Interest
Click link for our August Newsletter
https://www.broadridgeadvisor.com/pdfservice/718f02f2-1b5d-4d99-b594-986924f6a4afid=1088545.pdf
