News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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
October 14, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan.
Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
