News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 27, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
Are you aware of all the retirement plan changes for 2025? How will these changes impact you?
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
March 13, 2025
I recently had the pleasure of attending a luncheon with a wonderful group of like-minded women, organized by Old Saybrook Neighbors Magazine. We had an inspiring discussion about the many talents and offerings of fellow business owners, and I truly value these new connections. Looking forward to seeing where these relationships take us!
March 06, 2025
Retirement Planning for Women
Retirement planning isn’t one-size-fits-all, especially for women. Consider factors like longer life expectancy and career breaks to secure a future that matches your goals. Start planning now for the retirement you deserve. Read more: https://bit.ly/41onl34
Janney News
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
KKR to Acquire Janney Montgomery Scott from Penn Mutual
Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently.
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
