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.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 29, 2024
July Newsletter
Happy summer! I hope you are enjoying some vacation time with your loved ones and more than a few beautiful summer sunsets.
I do want to take this time to address one sunset in particular—the sunset of the landmark Tax Cuts and Jobs Act (TCJA)—that may impact your estate and financial plans.
July 29, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 02, 2024
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 03, 2024
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 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 01, 2024
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?
