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
March 06, 2025
Celebrating strength, resilience, and the power of women everywhere! We are proud to wear purple in support of #InternationalWomensDay
February 27, 2025
The Trump Tariff Salvos Begin
Our Investment Strategy Group analyzes recent tariff proposals and their potential impact on the economy.
February 07, 2025
Document Vault Checklist
Do you have all your important documents in several places? Do your love ones know where they are?
Janney clients registered for Online Access can use the Document Vault—a free, secure, and convenient space to store and access financial, household, and personal documents. Explore this list of essential documents to consider storing in the Document Vault.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 30, 2025
Which Programs Should You Consider To Cover Health Care Costs?
Are you ready to retire??
As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.
January 23, 2025
6 Tax Planning Opportunities Before the TCJA Sunsets
Did you know the Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025? Here are six things to consider helping mitigate your possible potential tax risk.
January 13, 2025
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
January 02, 2025
Janney’s 2025 Market Outlook
Taking a look into what 2025 has in store for investors.
December 12, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
Message me to learn more!
November 25, 2024
Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
November 25, 2024
Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.
November 19, 2024
We Remain Optimistic on the Economy and Stocks Post-Election
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
November 12, 2024
Retirement Planning for Women
Financial planning is a powerful tool for women to secure their future and address their unique financial needs. Check out this article for useful strategies to help women take control of their finances and plan for retirement with confidence. Read more.
