October 12, 2026
Courtney and I attended USC's Health and Wellness Fair on Tuesday, September 29th. We had a great time meeting the employees who keep USC running smoothly, and Cocky even stopped by to ask Chip a few financial planning questions!
October 07, 2026
Another wine I love. Syrah originally comes from the Northern Rhône in France, and it’s one of my favorites. This bottle from Terre Rouge is a great one and affordable too.
October 05, 2026
Meg and I at a Chicago Cubs Game a few weeks ago. This is at the rooftop venue across the street from Wrigley Field.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
September 30, 2026
Student Loan Interest Rates Are Rising Again This Year
Interest rates on federal student loans will increase slightly for the 2026–2027 school year.
September 28, 2026
Do you work for University of South Carolina? Come see me at USC's Health & Wellness Expo tomorrow from 8:00 AM - 2:00 PM in the Russell House Ballroom!
September 16, 2026
9 Considerations for 2026 Year-End Tax Planning
It's never too early to start Year-End planning. Take a look at this and give me a call to chat!
https://www.janney.com/detail/education/2026/08/20/9-considerations-for-year-end-tax-planning
September 09, 2026
Summer is a great time to drink rosé wines. This is a nice one from Italy that I recently enjoyed. What's in your glass?
September 04, 2026
Keep More of What You Earn: Building a Tax-Smart Portfolio
Happy Finance Friday! Here is an interesting read. If you have any questions, let's talk! 803-223-7008
https://www.janney.com/detail/education/2026/07/28/keep-more-of-what-you-earn--building-a-tax-smart-portfolio
August 31, 2026
Happy National South Carolina Day! Today is a day we reflect on the timeless and bountiful beauty of this great state we call home. Send us a photo of your favorite spot in South Carolina!
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 28, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.
Questions? Give me a call! 803-223-7008
August 12, 2026
A photo of my daughter, Isabel, in Madrid, celebrating an unforgettable moment for Spain and the excitement of a World Cup win.
August 05, 2026
Nothing beats a night under the lights supporting Charlotte FC! Porter had a great time watching the MLS match and taking in the incredible atmosphere the Charlotte community has to offer.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
