May 29, 2023
Tips for Leveraging 529 Education Savings Plans
May 29 is 529 Day and a perfect time to start planning to fund a child's education. Check out this article for some tips on how to leverage a 529 savings plan to save for college.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 05, 2023
Please join Legacy Wealth Advisors in welcoming Sarah Marlow!
Sarah joined Janney in 2018 and brought with her more than 20 years of experience in the financial industry. She previously held the roles of Compliance Officer at First Albany Corporation and Portfolio Administrator in the Fixed Income Department at Ayco, A Goldman Sachs Company.
Sarah is a graduate of SUNY New Paltz with a Bachelor of Science degree in Finance. She currently holds her Series 7 and 63 licenses. Sarah grew up in Upstate NY where she raised her two sons. Sarah has just recently relocated to the Boca Raton area and enjoys playing golf and other outdoor activities with friends.
Welcome to the team, Sarah!
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 01, 2023
5 common investment tax filing errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 27, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 25, 2023
Legacy Wealth Advisors has been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to the Legacy Wealth Advisors for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. The Legacy Wealth Advisors represent the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
January 24, 2023
Legacy Wealth Advisors have been named a 2023 Forbes Best in State Wealth Management Team!
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 17, 2022
Tax Planning Guide | Home
Now is the time to take steps that might minimize your taxes. Check out our 2022 Tax Planning Guide for information on all aspects of tax law changes and planning strategies.
