April 26, 2024
The 3 Phases of Business Continuation Planning
Your Daly Dose: The 3 Phases of Business Continuation Planning
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
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.
March 28, 2024
The Pros and Cons of a Big Tax Refund
Your Daly Dose: The Pros and Cons of a Big Tax Refund
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 08, 2024
Janney Hackensack is proud to wear Purple to celebrate the social, economic, cultural, and political achievements of women across the world for International Women’s Day!
March 06, 2024
3 Factors to Consider When Investing for the Long Term
Your Daly Dose: 3 Factors to Consider When Investing for the Long Term
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
March 04, 2024
I recently had the privilege to support Play for Pink, a charity dedicated to raising money for breast cancer research, at a golf tournament. I find great joy in being able to help the community through charities and when they are near and dear to the hearts of my clients it makes it even more special. You can find out more about Play for Pink by visiting their website www.playforpink.com and please don’t hesitate to reach out and let me know what charities you are involved with so that I can help with them too!
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 08, 2024
Exciting News! I am honored to be named to the 2024 Forbes Best-in-State Women Wealth Advisors list for a second consecutive year! I am grateful for this recognition and could not have done it without my amazing partner Helen, our Client Service Associate. To our valued clients, THANK YOU for the confidence and trust you continue to place in us.
Full Forbes Ranking: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=376eab241d11
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
WE DID IT! With all of your generous donations the Hackensack branch was able to collect non-perishable food & personal hygiene products as well as $450 in donations for Oasis -- a haven for women & children located in Paterson, NJ. We can't thank you enough for helping us provide much needed assistance to a well-deserved community organization.
Oasis is a nonprofit organization that carries out educational and social service programs that help women enter and succeed in the workforce and help children flourish academically. They also operate a soup kitchen and provide emergency food, clothing, and social support to city residents in need.
For more information on Oasis please click here: https://bit.ly/3iOaJA3
From all of us at Janney Hackensack, THANK YOU!
January 12, 2024
I’m looking forward to attending Janney’s Elite FA Conference, an annual event to help continue my pursuit of exceeding client expectations. This year’s theme is “Breakthrough To Excellence,” and I can’t wait to hear from keynote speakers, industry leaders and peers about important trends, the market and economy, practice management, and more.
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 27, 2023
The Hackensack office is collecting non-perishable food and personal hygiene products for Oasis - A Haven for Women & Children Located in Paterson, NJ.
Non-Perishable Food Needed: Pasta, Cereal, Oatmeal, Peanut Butter & Jelly, Soup, Snacks, Canned Beans, Canned Tuna, Canned Chili, Mac & Cheese, Tomato Sauce, Canned Vegetables, Canned Fruit, Juice Boxes.
Personal Hygiene Items Needed: Shampoo, Conditioner, Bar soaps, Lotion, Toothbrushes, Toothpaste, Razors, Deodorant, Feminine hygiene items.
Donations can be placed in the collection bin located in the lobby of our branch:
Janney Montgomery Scott LLC
505 Main Street – Suite 200 – Hackensack, NJ
Donations will be accepted until Tuesday, January 16th, 2024.
We’d love for you to be part of it!
December 08, 2023
Six Reasons to Work with a Financial Professional
Six Reasons to Work with a Financial Professional
December 05, 2023
Gratitude in abundance! ❤️ A heartfelt thank you to everyone who participated in our annual Toys-for-Tots drive. Together, we're spreading joy and making the holiday season brighter for countless children.
For more information on "Toys for Tots" click here: https://www.toysfortots.org/