November 11, 2024
Today, we honor the heroes who served our country. Thank you for your service, bravery, and dedication. We are especially proud to recognize the Veterans who are family members to teammates in our office.
Captain Robert S. Bryant Jr., U.S. Army
Master Sergeant Leon F. Gray, U.S. Army
Bronze Star Medal recipient
October 17, 2024
Navigating your Medicare Options
Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.
October 09, 2024
Welcome to Mary's Market Minute!
Navigating Volatile Markets During Pre and Post Retirement
October 04, 2024
This week on our Meet the Team segment, get to know Mike Gochenour, Executive Vice President and Financial Advisor. With more than 25 years of experience as a Financial Advisor, Mike is a founding member and leader of the Lantz and Gochenour Investment Group. He is passionate about educating clients on their investments and the markets to help them achieve their financial goals. Mike truly loves his job!
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 20, 2024
Next on our Meet the Team segment, get to know Sharon Krantz, Senior Wealth Planning Associate, CFP®️. As a CERTIFIED FINANCIAL PLANNER®️, Sharon works closely with the advisors and clients to provide retirement and education planning services.
September 17, 2024
We recently attended our annual Teaming Summit in Philadelphia, which brought together top teams across Janney. The event provided an opportunity to connect, exchange insights, and explore new strategies for enhancing our practice and team—all with the goal of delivering even greater service to our clients.
September 13, 2024
Welcome to Mike's Market Minute!
You're reaching retirement, now what?
Tip 1: Review your portfolio regularly.
September 04, 2024
This week on our Meet the Team segment, get to know Constance Roach, Private Client Associate. Constance has been with the team for over five years and is known for her welcoming personality at the front office and on the phone.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 23, 2024
Welcome back to our Meet the Team segment! Get to know Jackie Blosser, Senior Registered Private Client Associate, who has been with the Lantz and Gochenour Investment Group for ten years.
August 16, 2024
We are pleased to announce that Sharon Krantz has recently achieved the prestigious CERTIFIED FINANCIAL PLANNER®️ certification. This milestone reflects her dedication and commitment to providing clients with exceptional client service and planning services. As a CFP®️ professional, Sharon has met the rigorous experience and ethical requirements of the CFP®️ Board, including having successfully completed financial planning coursework and passing a difficult comprehensive financial planning exam. Sharon has worked in the financial services industry for over 15 years and joined the Lantz and Gochenour Investment Group nearly three years ago. For more information about our financial planning services, please call our office at 540.236.9220 or visit our website at www.lantzandgochenour.com.
August 13, 2024
Welcome to our Meet the Team segment! Get to know Financial Advisor, Mary Via. She’s been an integral part of the Lantz and Gochenour Investment Group since our inception.
August 06, 2024
Fair season is here! Take time to enjoy the festivities at our local fairs this month! We always look forward to seeing many familiar faces this time of year!
Bergton Fair: August 6th – 10th
Rockingham County Fair: August 12th – 17th
Page County Fair: August 17th – 24th
Shenandoah County Fair: August 25th – 31st
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 26, 2024
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
