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.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 13, 2025
January Newsletter
Happy 2025! A new year always gives us an opportunity to better ourselves. Why not start with a financial refresh? Let’s connect to discuss any changes in your life, updated needs, and new goals so we can promptly and properly align them with your portfolio and/or financial plan.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
December Newsletter
Happy Holidays!
‘Tis the season for giving! But did you know there are approaches to philanthropy beyond contributing directly to a nonprofit? A donor-advised fund, such as the Janney Charitable Giving Fund, is one of those strategies. In this issue, you can learn more about this solution and if it may be the right fit for you.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 11, 2024
November Newsletter
The season of giving is upon us, and you may be thinking about giving to the causes you value most. Consider supporting your favorite charities—and maximize tax benefits—by using a donor-advised fund (DAF) through the Janney Charitable Giving Fund. I would love to discuss this opportunity with you, so please reach out. You can read more about DAF benefits below.
Now is also a good time to prepare for the upcoming tax season by taking advantage of a few essential year-end strategies. Let’s schedule a call soon to evaluate your current tax situation.
October 29, 2024
September Newsletter
September is a great time to take stock and plan. It's also Life Insurance Awareness Month—so consider how life insurance fits into your financial plan by reading the article highlighted below.
October 29, 2024
October Newsletter
Happy Fall!
Around the time of a major election, financial markets are famously erratic and unpredictable. Don’t let the turbulence set you off course. Below, check out a new article by Martin Schamis, Janney’s Head of Wealth Planning, for strategies to help navigate this market volatility.
October is National Estate Planning Awareness Month—a great time to get your estate in order. Contact me today so we can accomplish this important task together. Plus, don’t miss our Investment Strategy Group’s ongoing analysis and commentary on the race for the U.S. Presidency.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 19, 2024
August Newsletter
Before you know it, fall will be upon us, and the holidays will not be far behind. Summer’s end is a great time for a financial reset and to focus on any adjustments you need to make to your financial plan—which may be challenging during busier times of the year. It’s also an excellent time to take advantage of the resources Janney offers, such as the enhancements available in Online Access, our client portal. Please feel free to call me and let me know if I can assist.
