Recent Updates

When you have a child, one of the first things that changes outside of your daily routine is your financial picture. From estate planning and guardianship considerations to life insurance, employee benefits, tax strategies, and college savings planning, there are several areas many growing families choose to review during this stage of life. A lot of parents focus on one item, like opening a 529 plan, but often the bigger conversation is how all the pieces fit together especially when cash flow, childcare costs, or changes in work schedules start to shift the household budget. If you’re expecting or recently welcomed a child, taking time to understand these areas can be an important step in protecting and providing for your family. Watch the video for a brief explanation below. #FinancialPlanning #EstatePlanning #LifeInsurance #529Plan #CollegePlanning #NewParents #FamilyFinance

In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Success looks different for everyone—but it usually starts with the same thing: a plan. If you’re ready for more clarity, more confidence, and more purpose—let’s #PlanforMore. For more information, visit: https://www.janney.com/

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?