News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025

Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 10, 2025

March Newsletter
April 15th is just around the corner, and if you have any last-minute questions about filing your tax returns, I would be happy to help. Keep in mind that right after filing your 2024 return, you should start planning your tax strategy for 2025 while rules and limits for certain types of income and expenses are still fresh in your mind. Again, let me know if I can offer any tips.
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.

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.