News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 12, 2025
February Newsletter
Resolutions are easy to make but much more challenging to keep. In fact, according to a 2023 poll from Forbes Health, most people give up resolutions after less than four months. If creating or updating your estate plan in the New Year is one of your 2025 resolutions, now is the time to act. Contact me today to ensure you keep that resolution and have the best, most effective plan in place—before you need it.
If making a charitable gift is also on your radar for 2025, you may want to consider a QCD—or Qualified Charitable Distribution. Read the article below to explore a QCD’s benefits, including potentially reducing tax liabilities.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
