News and Commentary
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February 14, 2025

5 Simple Steps to Prepare for Tax Filing
Make tax season easier by taking a few simple steps now. Check out this guide for tips on deductions, withholdings, and maximizing tax-advantaged savings.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Stability You Can Count On
The resources of a large firm with the personal attention of a boutique

Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.