April 11, 2024
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 20, 2024
March Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses the economic evolution of Mexico, insights into the framework on the Fed’s balance sheet, and whether there are new highs ahead for the S&P 500.
March 01, 2024
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 01, 2024
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 29, 2024
Consumer Sentiment and Business Surveys Support a Positive Outlook
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
January 03, 2024
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
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 20, 2023
Stocks Supported by Lower Inflation, Profit Growth, and Seasonal Pattern
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 13, 2023
Having a Long-Term Care Conversation with Aging Loved Ones
The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. Read more for some tips on how to start the conversation with your parents and how to prepare for the costs.
November 08, 2023
Roth Conversions: A Holiday Gift That Keeps Giving
As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you.
November 01, 2023
Congratulations to OARS Wealth Advisors Financial Advisor, Brian Glavin!
Brian recently successfully completed a specialized education program in professional divorce analysis and is now a Certified Divorce Financial Analyst (CDFA). The role of a CDFA is to help both client and attorney in understanding how the financial decisions made today could impact the client’s future.
“Having personally experienced the impact of divorce I understand the financial and emotional stress that it can have,” explains, Glavin. “As a CDFA®️ professional my goal is to help others as they navigate through that difficult process.”
November 01, 2023
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 19, 2023
Which Programs Should You Consider To Cover Health Care Costs?
As you prepare for retirement, you should review and understand the various options to cover your health care costs and needs. Learn more about several options:
October 03, 2023
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 07, 2023
Protecting the value of your business for the next generation
If you're a small business owner, it's important to have a succession plan in place. Read more to make sure you are prepared to protect the value of your business.
September 05, 2023
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 25, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more: