News and Commentary
Video Library - " Ana Ludemann "
What Happens to Your Assets in a Divorce
Financial Education on Divorce Support
Planning For Your Future and Your Child's Future
Empowering Informed Decisions for Lifelong Success and Family Planning
Estate Planning - Is Your Plan Up To Date
Estate Planning Awareness: Why Reviewing Your Plan Matters
Building Connections. Creating Experiences.
Wealth and Health: The Road to Financial Freedom and Beauty
...Where Wealth Meets Health...What an inspiring evening at Kyma in Roslyn, bringing together incredible people for meaningful conversation around health, wealth, longevity, energy, and living a life of a true abundance.We created a space to connect, learn, share perspective, and explore what it truly means to build a life that is both financially confident and physically well.Because true wealth means little without health- and health becomes even more powerful when paired with purpose, energy, and the freedom to fully enjoy life. Grateful for the meaningful conversations, new connections, and shared inspiration.#WealthandHealth #FinancialWellness #HealthyLiving #WealthBuilding
Wall Street Run and Heart Walk 2026
Ana had an incredible time at the American Heart Association Wall Street Run & Heart Walk! ❤️ Proud to attend alongside the amazing team from Janney Montgomery Scott, supporting such an important cause and coming together for a meaningful evening focused on heart health, awareness, and lifesaving research. Events like this are a powerful reminder of what can happen when community, leadership, and purpose align. Grateful for the opportunity to connect with incredible people while supporting a cause that touches so many lives. #AmericanHeartAssociation #HeartWalk #WallStreetRun #JanneyMontgomeryScott #HeartHealth #CommunityImpact #GivingBack #Leadership #NYC
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
