News and Commentary
Video Resources
Insuring Your Vacation Home
What are some of the things to consider when insuring your vacation home?
Pay Down Loan or Invest?
Clients often ask, does it make more sense to pay down a loan or invest the money?
How Much Will it Cost to Own a Vacation Home?
Owning a Vacation Home May Cost More Than You Think.
Industry Events & Professional Development
Institute for Divorce Analysts National Conference
Greetings from Dallas, Texas y’all! Excited to spend a couple of days with my Janney colleagues at the 2023 Institute for Divorce Financial Analysts™ National Conference. Looking forward to the robust lineup of speakers and hear insights & updates on the various aspects of divorce planning.
Business Productivity Specialist
With her completion of Janney’s Registered PCA Development Program, Helen Shaw has earned the new designation of ‘Business Productivity Specialist’. Helen is eager to incorporate her new skills and expand her role within our team aiming at providing the best client experience.
Janney Earns Great Place to Work Designation For Second Consecutive Year
The certification recognizes employers that create an outstanding employee experience and is based entirely on what current employees say about their experience working at Janney.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 08, 2023
WE DID IT! Thanks to all the generous donations the Hackensack Office in partnership with the Bergen Family Center, collected school supplies for children in Bergen County for the new school year. Children in need were given backpacks filled with supplies that will help them begin the school year with the basic tools they need to succeed. The Bergen Family Center serves the community with programs for families like an After School Program for young children, Counseling, Tutoring and College Prep for Teens, and Care Management for the Homebound Elderly. To learn more about The Bergen Family Center and their programs, visit their website at: http://bergenfamilycenter.org/.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
