Recent Updates

Medicare is one of those topics that can get confusing pretty quickly. Between the different parts, plan options, costs, and enrollment decisions, there’s a lot to navigate. We wanted to share a great resource available through Janney. We’ve partnered with ClearMatch to help clients compare Medicare options and connect with licensed insurance agents who can guide them through the process at no cost or obligation. If you have questions about Medicare or know a friend or family member who could use some help navigating their options, please feel free to reach out to us. We’d be happy to help point you in the right direction. #Medicare #RetirementPlanning #FinancialPlanning #Janney

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

A little sunshine, a few good swings, and plenty of laughs! ⛳☀️ Adam and Stephen recently enjoyed a great day out at Quarry Ridge Golf Course in Portland, CT, spending some time on the course with wonderful company. Days like this are a great reminder that some of the best connections happen outside the office. Thanks to everyone who joined us and made it such a fun day! Here’s to good golf, great company, and hopefully a few more fairways before the season is over! 🏌️‍♂️🏌️‍♀️ #Judge&AssociatesWealthManagement #GolfDay #QuarryRidge #PortlandCT #ConnecticutGolf #GreatCompany

We are thrilled to celebrate Donna Judge on being named to the 2026 Forbes Best-in-State Wealth Advisors and 2026 Best-in-State Women Wealth Advisors lists! 🎉 These well-deserved recognitions reflect Donna’s unwavering commitment to her clients and the care, dedication, and personalized guidance she brings to every relationship. Her passion for helping clients pursue their financial goals is at the heart of everything she does. Please join us in congratulating Donna on this exciting achievement! 👏

🎉 Exciting News! 🎉 The Judge & Associates Wealth Management team is proud to announce that Stephen Shaw has officially earned the title of Financial Advisor! 👏 Many of you already know Stephen from his role as our Registered Private Client Associate, and we're excited to see him take this next step in his career. As a Financial Advisor, Stephen will continue helping clients pursue their financial goals through personalized guidance and comprehensive wealth management strategies. 📈💼 We have no doubt that Stephen will excel in this new role and continue making a positive impact on both our clients and our team. Please join us in congratulating Stephen on this well-deserved achievement and wishing him continued success in this exciting new chapter! 🎊🎉 Congratulations, Stephen! 👏🥳

Judge & Associates Wealth Management is proud to support Save A Suit through our recent business attire collection drive. Save A Suit is a nonprofit organization dedicated to providing former military personnel and transitioning service members with professional attire and the confidence they need to secure meaningful employment. The organization understands the challenges veterans often face when transitioning to civilian careers or entering the workforce for the first time. Through local events, partnerships with veteran organizations, and its National Shipping Program, Save A Suit has distributed thousands of suits and professional clothing items to veterans across the country, including those in remote and underserved communities who may not have access to in-person events. 🎖️🤝 Through the generosity of our office, we were able to provide professional clothing that can help veterans walk into interviews with confidence and open doors to new career opportunities. 👔✨ We are honored to support an organization that empowers those who have served our country and helps them take the next step toward professional success. 🇺🇸 If you would like to support Save A Suit's mission, you can donate professional attire, make a financial contribution, or learn more about their programs at: 👉 https://www.saveasuit.org Together, we can help our nation's heroes look their best, feel confident, and succeed in the next chapter of their careers. ❤️🤍💙 #JudgeAndAssociates #SaveASuit #VeteranSupport #SupportOurVeterans #GivingBack #CommunityImpact #CareerSuccess #ProfessionalAttire #Patriotism

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

We had an amazing time hosting our Art from the Heart Paint Night 🎨✨ Spending the evening together at Chip’s Pub in Clinton reminded us how special this community truly is ❤️. To us, our clients are so much more than that—you’re part of our extended family 🤗 Seeing everyone come together to laugh, create, and connect made the night incredibly meaningful. A heartfelt thank you to the talented Cindy Stevens Fine Art for guiding us through such a beautiful coastal painting 🎨🌊, and to each of you who joined us and made the evening so much fun! And the food & drinks were fantastic too 🍽️🍹—Chip’s Pub - Clinton, CT never disappoints! We’re also proud to share that we made a $250 donation to support Clinton residents through the Shoreline Soup Kitchen 💙 Giving back to the community that gives us so much is truly important to us. Moments like these are why we do what we do 💙 Building strong financial futures is important, but building relationships and supporting the community we care about is what truly matters. We’re so grateful for all of you 🙏 and already looking forward to the next time we can gather together. With gratitude, Donna, Adam, Stephen, Lisa & Brent #CommunityMatters #ArtFromTheHeart #LocalEvents #ClintonCT #ShorelineCT #SupportLocalArtists #CindyStevensArt #CommunityConnections #LocalBusinessLove #JanneyMontgomeryScott #ChipsPubClinton #DineLocalCT #GiveBack

We had an amazing time hosting our Art from the Heart Paint Night 🎨✨ Spending the evening together at Chip’s Pub in Clinton reminded us how special this community truly is ❤️. To us, our clients are so much more than that—you’re part of our extended family 🤗 Seeing everyone come together to laugh, create, and connect made the night incredibly meaningful. A heartfelt thank you to the talented Cindy Stevens Fine Art for guiding us through such a beautiful coastal painting 🎨🌊, and to each of you who joined us and made the evening so much fun! And the food & drinks were fantastic too 🍽️🍹—Chip’s Pub - Clinton, CT never disappoints! We’re also proud to share that we made a $250 donation to support Clinton residents through the Shoreline Soup Kitchen 💙 Giving back to the community that gives us so much is truly important to us. Moments like these are why we do what we do 💙 Building strong financial futures is important, but building relationships and supporting the community we care about is what truly matters. We’re so grateful for all of you 🙏 and already looking forward to the next time we can gather together. With gratitude, Donna, Adam, Stephen, Lisa & Brent #CommunityMatters #ArtFromTheHeart #LocalEvents #ClintonCT #ShorelineCT #SupportLocalArtists #CindyStevensArt #CommunityConnections #LocalBusinessLove #JanneyMontgomeryScott #ChipsPubClinton #DineLocalCT #GiveBack

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️. Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.

Big news! 🎉 We’re excited to announce that Managing Director; Donna Judge has earned a spot on the 2026 Forbes list of Best-in-State Women Wealth Advisors for the sixth year in a row. This recognition highlights Donna’s dedication, expertise, and commitment to providing exceptional guidance and service to her clients. Thank you to our clients for the trust you place in us—it means everything. We’re proud to celebrate this exciting milestone with you! 👏 Congratulations, Donna! For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.

🌴✨ Sending a little Florida sunshine your way! ✨🌴 While my Connecticut crew was bundling up, I traded in my winter coat for some warm weather and a little formal-night glam at the Barron’s Advisor Women Summit. 💃😉 I spent the week surrounded by 700 amazing women who collectively manage about $1 trillion (yes… trillion!) — but the best part was feeling inspired and grateful for all of YOU back home who make what I do so meaningful. ❤️ Can’t wait to bring home the good energy, fresh ideas (and hopefully some warmth). See you soon, CT! ❄️➡️☀️ — Donna 🌺