April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 01, 2024
I think many of us might agree, we would do things quite differently, as we look way back to our younger years; when we were just starting out, earning a paycheck. To our Kids: from Paycheck #1, Have a Budget; make Saving and Long-Term-Investing a Top Priority; and Never Stop...
March 25, 2024
1 in 6 retirees are mulling a return to work. What to consider before 'unretiring'
Plan ahead. Get a Financial Plan in place, in the unlikely case you have not yet had a Plan prepared to help guide you into your future?
Reach Out to our Team... Take Action now.
#goals #financialplan # investing #retirement #planning
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 16, 2024
This Post may not have any color, or bright pictures to stand out, but its message is so important: please make it a priority to educate your children, and your grandchildren, about the importance of and need for consistently saving and long-term investing. With every single paycheck; and beginning as young as possible in their careers. Have them make it a habit when they're young. #investing #time #financialplanning #goals #education
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 21, 2023
Navigating your Medicare Options
Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs.
November 07, 2023
Why working longer is a bad retirement plan
Planning Ahead for Retirement is vitally important. Don't delay. Get a Financial Plan in place. The Process is extremely valuable and greatly increases the odds of achieving your most-important long-term goals...
#investing #retire #goals #planning
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 23, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
October 12, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 04, 2023
Approaching Retirement: What You Should Be Doing Now
After years of saving and working toward your financial goals, it’s finally time to retire - but what’s next? Learn more about some considerations and questions to ask yourself to ensure a smooth transition to retirement.