Recent Updates

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 🌺

Last week, we had the joy of gathering with our amazing clients for our annual Mystic Client Appreciation Dinner — a chance to say thank you for the trust, relationships, and community we’ve built together. This year, we wanted our celebration to extend beyond the room… so we partnered with The Shoreline Soup Kitchen & Pantries to collect food donations for local families in need. Thanks to the generosity of our clients, we filled our donation bins and our hearts. ❤️ We are truly grateful for a community that not only supports us, but also shows up to support others. Together, we can make a difference — one meal, one act of kindness, one evening at a time. Thank you to everyone who joined us and contributed. We look forward to continuing to serve you and our community in meaningful ways. ✨ With gratitude, Donna, Adam, Stephen, and Lisa

In an ongoing effort to provide unparalleled service to our clients, the Judge & Associates Wealth Management team is pleased to announce the addition of new team member: Lisa Sowers, Registered Private Client Associate Lisa brings over 25 years of experience in the financial services industry to the team, with a strong background in working with clients and managing complex financial processes. She supports the team as a Registered Private Client Associate, ensuring each client’s experience is seamless, personalized, and aligns with their unique financial goals. With a background in institutional and retail financial services, most recently at Merrill Lynch, Lisa assists with client onboarding, account management, and investment operations. Originally from New York, Lisa has been a resident of Connecticut for over two decades. Having raised her family in Guilford, she is now a resident of Niantic and loving her new town. Outside of work, Lisa spends most of her time with family. She also enjoys cooking, gardening, and long walks at Hammonasset. Lisa can be reached at lsowers@janney.com or 860.661.0805 Please join us in welcoming Lisa!

The Judge & Associates Wealth Management team is pleased to announce that Adam Bouley, who many of you know from his role as Registered Private Client Associate, has officially earned the title of Financial Advisor. This achievement reflects Adam's dedication to professional growth, hard work, and commitment to our clients. Over the years, he has been an invaluable member of our team—supporting clients and ensuring an exceptional service experience. A recent graduate of Janney's Financial Advisor Development Program, Adam participated in a rigorous nine-month program which provided comprehensive training on client service, technical knowledge, business development, and practice management. Now, as a Financial Advisor, Adam will work more closely with clients to provide personalized guidance and support as they pursue their financial goals. We’re proud to have Adam bring this expanded level of service to our clients and look forward to the value this will bring every relationship. Please join us in congratulating Adam on this accomplishment!

Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.