July 24, 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 18, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5342576c384e40bb9d55530f955d8437.jpg)
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 08, 2024
![Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/add7679fae5c4be5a11840d958d46c15.jpg)
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
July 02, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
June 25, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
June 21, 2024
![The Seven Smartest Ways to Pay for College Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5e4e2936629c41528ded82da51ff18c9.jpg)
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
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 15, 2024
![Higher-ish for a Little Longer-ish Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e3092c29bcc94e34aaa34845c8ef7747.jpg)
Higher-ish for a Little Longer-ish
Our Investment Strategy Group reviews the Federal Reserve’s decision hold interest rates unchanged at their recent meeting. Read more about the decision and what it means for the market and interest rates.
May 11, 2024
![Don’t Procrastinate – Establish Your Will Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ee2b8f29c3864039b51bf24f8ca3364d.jpg)
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
May 03, 2024
![3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/73600bacf13141689ad389d12ef740c3.jpg)
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
May 02, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/db58c8a486444ec0a0baddc3b210d7a8.jpg)
It's an honor to announce that I have been promoted to the position of First Vice President. My hard work has been dedicated to helping my clients achieve their financial goals, and that means the world to me!
April 29, 2024
![Reposition Assets for Tax-Efficient Wealth Transfer Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/04609609de4a4e3daeffdd1b39f78693.jpg)
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 25, 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 17, 2024
![Maximize Long-Term Care Benefits Using an Existing Annuity Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3e798a39744a48fb86accfd0a40be682.jpg)
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
April 13, 2024
![Tips for Leveraging 529 Education Savings Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/17c42a16f64d41c0b29758ae0d334500.jpg)
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.
April 11, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
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