News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 11, 2025
Do I have enough money to retire? Ask yourself these 3 questions to assess whether you're ready
Do you have enough money to retire? Creating a Financial Plan, is really the best way for us to really answer that question...
www.holowinskiwealthyadvisorygroup.com
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.
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.
October 20, 2025
Holowinski Wealth Advisory Group | Syracuse, NY | Financial Advisors | Janney
Once a Prospect or a Client sees the end-result of the Financial Planning Process, and can finally see clearly, projecting into the future, knowing what they need to do (and not do) to achieve their long-term goals, their anxiety level falls; and they breathe a little easier. NOT knowing into what direction we are really headed is a problem.
#investinging #financialplanning #goals #retirement #life
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
