May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
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.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
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.
February 11, 2024
Super Bowl 2024: Facts ahead of SF 49ers vs. Kansas City Chiefs in Las Vegas
Looking forward to watching the big game, here are some facts to impress your friends and family.
February 10, 2024
2024 Super Bowl Food: Ideas, Recipes, Traditions and Specials
Not sure what to make for the Super Bowl this year...here are some suggestions. Have a favorite recipe drop it in the comments below!
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 27, 2024
100 Inspirational Quotes To Keep You Motivated in 2024
Need a dose of inspiration? Check out these 100 motivational quotes to kickstart your journey in 2024.
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 24, 2023
We would like to express our sincerest appreciation for the trust you have placed in us and best wishes for the holidays. From our family here at Meyer LePrell Wealth Advisors, may you have a Merry Christmas and healthy and prosperous 2024.
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
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, 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
November 30, 2023
Tomorrow is the last day to drop off food items for The Factory Market in Paradise, PA. We are still collecting the following items:
Applesauce, Cereal, Tuna, Granola Bars, Ramon Noodles, Pasta, Spaghetti Sauce (small and medium size jars preferred), Coffee, Tea, and Paper Towels.
Feel free to drop any donations off during the hours of 8-4 at our office.
November 23, 2023
Meyer LePrell Wealth Advisors wishes you and your family a Happy Thanksgiving. We appreciate the trust you have placed in us over the years.
November 11, 2023
America the beautiful.
More than just the name of a song, it’s a truth we can all share. This great country and its people represent a story that is uniquely beautiful, even in difficult times.
This great land we all share is the page upon which our shared story is written, and now, our veterans will get the chance to enjoy all the wonders of the country that they’ve served.
As of 2020, US veterans and the immediate family members of fallen service members can visit the nation’s most iconic wonders—its national parks, wildlife refuges, and other federal lands managed by the Department of the Interior—any time, for free.
It's a small gesture, but this new initiative from the Department of the Interior could make a positive difference to the lives of many thousands of people across the States.
From all of us at Meyer LePrell Wealth Advisors, we wish you—and any veterans in your life—a happy Veterans Day.
November 02, 2023
Please join Meyer LePrell Wealth Advisors in giving back to our community. We are collecting the following items in our lobby to be given to the Factory Market in Paradise, Pennsylvania.
Applesauce, Cereal, Tuna, Granola Bars, Ramon Noodles, Pasta, Spaghetti Sauce (small and medium size jars preferred), Coffee, Tea, and Paper Towels.
Feel free to drop any donations off during the hours of 8-4 at our office.