July 10, 2024
![The Seven Smartest Ways to Pay for College Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5e4e2936629c41528ded82da51ff18c9.jpg)
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 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
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 24, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ed8be6baed9a40a2823d1bfea3857c59.jpg)
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
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 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
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 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
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 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
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 15, 2024
![Economic Strength Continues Into New Year Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c56ea2e88e2043829b75b92a849d0ee5.jpg)
Economic Strength Continues Into New Year
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
February 01, 2024
![Tax Information & Forms Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
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 24, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c331d5ab614d4f30a7dac976b9cfb2c3.jpg)
I recently had the incredibly informative experience of attending Janney’s annual ELITE Conference. This year’s theme, “Breakthrough to Excellence,” focused how I can best deliver exceptional client service and meet client needs.
January 03, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d782cc43f53c47ddb4c7f8ed32d9b3c7.jpg)
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 01, 2023
![9 Considerations for 2023 Year-End Tax Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/81761b635e8f4a6da22b3b8b07a9a656.jpg)
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 01, 2023
![Make Long-Term Care a Part of Your Financial Plan Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4d4caf00db5b44be966dca449c8d6cd6.jpg)
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 03, 2023
![Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6d69b1f3848d40b1b2cf4c9e3bf04a73.jpg)
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 05, 2023
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c52865c6e0014dee9d1347163b31d339.jpg)
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8049ea11a4d948378abf8b325708679e.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.