March 2025 Newsletter
Happy Saint Patrick's Day!
February 2025 Newsletter
Happy Valentine's Day!
January 2025 Newsletter
Happy New Year!
December 2024 Newsletter
It's the Most Wonderful Time of the Year!
November 2024 Newsletter
Happy Turkey Month!
October 2024 Newsletter
Pumpkin Spice Season Is Here!
September 2024 Newsletter
Happy Fall!
August 2024 Newsletter
Back to School!
July 2024 Newsletter
Summer is in full swing!
June 2024 Newsletter
Time For Summer Fun!
May 2024 Newsletter
Spring is in full bloom!
April 2024 Newsletter
April showers bring May flowers!
March 2024 Newsletter
Happy Spring!
February 2024 Newsletter
Spring is near!
January 2024 Newsletter
Happy New Year!!!
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Tax Mailing Schedule
Client Tax Resources, Updated for the Current Tax Year.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
