Financial Planning at Ivybridge Wealth Advisors of Janney Montgomery Scott LLC
Watch this video to learn about how at Ivybridge, we work with you to build personalized financial plans that grow and adapt with your life. We help turn your dreams into reality with guidance every step of the way.
Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets
Watch this video to learn about your options when leaving a job or retiring—should you keep your retirement plan where it is, take a lump-sum distribution (and face taxes), or roll it over to another account?
Maximize Long-Term Care Benefits Using a Current Annuity
Watch this video to learn how swapping an old annuity for one with Long-Term Care benefits could unlock powerful tax advantages—and strengthen your retirement and legacy planning.
Adjusting to Life Financially After Divorce
Divorce changes everything - but with the right financial guidance, it can also be the beginning of something stronger. Watch this video to learn how to take control of your money and confidently rebuild a future that’s truly yours.
Market Moves Don't Mean You Should
Market dips can rattle nerves, but smart investors stay the course - because long-term goals deserve long-term discipline. Watch this video to learn how to stay calm, stick to your strategy, and navigate market downturns with confidence - not chaos.
Unlocking Retirement Wealth: Cash Balance Plans Explained for High-Income Professionals
Big income often means big tax bills—but smart professionals know how to turn that burden into a powerful retirement strategy. Watch this video to see how cash balance plans can unlock hidden wealth for your future.
Making a Charitable Gift? Consider a QCD
Maximize your charitable giving while minimizing your taxes. Watch this video to learn how Qualified Charitable Distributions (QCDs) can help you make tax-efficient donations directly from your IRA.
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren's Education
Support your grandchild’s education while reducing your estate tax. Watch this video to discover the powerful benefits of 529 Plans for grandparents and how to make the most of them.
Maximizing Your Social Security: Strategies for Pre-Retirees in 2025
Unlock the secrets to maximizing your Social Security benefits in 2025. Watch this video to learn strategies every pre-retiree should know to boost their future income.
