April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 05, 2024
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
March 22, 2024
Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
March 05, 2024
Simple steps to prepare for tax filing
When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing experience and also to help maximize your tax planning.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
March 01, 2024
Our team is honored to have been named a Forbes 2024 Best-in-State Wealth Management Team. We are incredibly grateful for our clients and the trust you have placed in us. It is a privilege to receive this achievement, which is truly a reflection of our client relationships. We remain committed to our values of exceptional service, personalized financial advice, and a dedication to helping clients reach their financial goals.
February 22, 2024
Generation Z: Different Values, Behaviors, and Perspectives
As Gen Z enters adulthood, their differing values, behaviors, and perspectives will inevitably shape their relationship with money. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.
February 14, 2024
Our team is honored to have been named a Forbes 2024 Best-in-State Wealth Management Team. We are incredibly grateful for our clients and the trust you have placed in us. It is a privilege to receive this achievement, which is truly a reflection of our client relationships. We remain committed to our values of exceptional service, personalized financial advice, and a dedication to helping clients reach their financial goals.
February 07, 2024
Encouraging Consumer Resiliency and Falling Inflation
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 31, 2024
We were honored to have over 400 people attend our 2024 Market Outlook Seminars last week! We had an exciting week discussing the markets, financial planning, and the year ahead during six seminars at three different locations. Thank you to all those who were able to join us! If you are interested in attending future events, please contact us at 540.236.9220 and we would be happy to add you to our mailing list.
January 26, 2024
It was a pleasure hosting over 400 people at our 2024 Market Outlook Seminars this week! We had an exciting week discussing the markets, financial planning, and the year ahead during six seminars at three different locations. Thank you to all those who were able to join us! If you were unable to attend and would like a copy of our 2024 Market Outlook, please contact our office at 540.236.9220.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
Retirement Plans for the Self-Employed: Choosing the Right Plan for You
If you are self-employed with no employees, establishing a retirement plan for your business may sound like a daunting process. However, there are a variety of retirement savings plan options available. Learn more.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.