September 03, 2024
![Using Life Insurance as a Retirement Planning Tool Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f283ec82e03449adbff94357d8496189.jpg)
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 01, 2024
![How to Start Planning Retirement Withdrawals Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/51326b4c20ba4704832c5a0265817454.jpg)
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 25, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 30, 2024
![The Goldman Group Joins Janney in Ponte Vedra, Florida Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/842c5189ee8d42248647a64d13569141.jpg)
The Goldman Group Joins Janney in Ponte Vedra, Florida
We’re pleased to announce the addition of The Goldman Group in Ponte Vedra, Florida. Previously associated with Wells Fargo Advisors, this experienced team expands our presence in northeast Florida, and is a testament to Janney being a destination for advisors seeking autonomy and the resources of a large firm.
May 21, 2024
![Financial Advisor Michael Dargusch Joins Janney in Alexandria, Virginia Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d53b509f10a4441f97518aab127550f5.jpg)
Financial Advisor Michael Dargusch Joins Janney in Alexandria, Virginia
We’re pleased welcome Financial Advisor Michael Dargusch in our Alexandria, Virginia office. Formerly associated with Truist, Michael continues Janney’s growth in the Washington, D.C. region, following the opening of an office in Bethesda earlier this year.
May 01, 2024
![The McCollum Group Joins Janney in Charlotte Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1a34478f14b04eef8dc2a314ac20dab4.jpg)
The McCollum Group Joins Janney in Charlotte
Janney is excited to welcome The McCollum Group in Charlotte, North Carolina. Formerly associated with Baird, the team is led by Financial Advisor Travis McCollum and is a valuable addition to the firm as we continue to expand our presence in the region.
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 30, 2024
![Shore to Shore Private Wealth Joins Janney in Lewes, Delaware Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d68a6f9de4e341ca85709020fbc57210.jpg)
Shore to Shore Private Wealth Joins Janney in Lewes, Delaware
We’re excited to welcome Shore to Shore Private Wealth in Lewes, Delaware. The experienced four-person team joins Janney from Merrill Lynch. Janney’s independent-minded culture and award-winning capabilities provides the team with the autonomy and resources to build their business around their unique needs.
April 30, 2024
![Janney Continues Growth in Washington, D.C. Region with a New Office in Bethesda Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a1558f36ed364676890daf4a0190ecc2.jpg)
Janney Continues Growth in Washington, D.C. Region with a New Office in Bethesda
I’m excited to share Janney has opened a new office in Bethesda, Maryland with the addition of Financial Advisor Martha Busser from Wells Fargo Advisors. Janney now has six offices and over 40 Financial Advisors in the Washington, D.C. metro region.
April 12, 2024
![Investment Themes for the Next Decade Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/847944a55fdb4599a7be7c641628d6f3.jpg)
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
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.
March 27, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6e649cb0349a4caeb418112d3d968b29.jpg)
We're pleased to welcome Financial Advisor Matthew Robinson in Harrisonburg, Virginia. Previously associated with Osaic, Matthew joins the firm with over 15 years of industry experience. Join Janney if you’re seeking an advisor-centric culture that allows you to serve your clients with flexibility and autonomy.
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
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.