April 16, 2025
Whether you are a new or seasoned investor, understanding your investment account options and how they fit into your savings strategy is a critical component of your Financial Plan. In the following video I highlight some of the most common Tax Deferred, Tax Exempt, and Taxable investment accounts, along with their key features and considerations for use.
If you have questions about your own savings strategy and how it aligns with your financial goals, I would love to hear from you!
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
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.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
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 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 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 25, 2024
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
July 09, 2024
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 26, 2024
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
June 06, 2024
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications education planning goals.
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 29, 2024
The Family Conversation on College Planning
An important financial conversation that families should have is about college planning. Here are some tips to help guide those conversations, from establishing goals to choosing a college.
May 22, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
May 16, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
