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Helping you Navigate your Financial Future
Helping you Navigate your Financial Future
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Frequently Asked Questions
All of your questions, answered!
Our History
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Shredding Day Event 2023
On August 5th, 2023, Janney's Toms River Branch hosted a Shredding Day Event, where clients and friends brought their confidential documents for safe and secure shredding. Clients enjoyed refreshments, casual conversation and the musical entertainment of former Satellite Branch Manager Roy Rachlin and current Satellite Branch Manager Jim Rachlin.
Lions, Tigers & Beers Festival 2023
On Saturday June 10th, 2023, Janney's Toms River, NJ Branch was grateful to have the opportunity to volunteer at the Second Annual Lions, Tigers & Beers Festival at The Popcorn Park Animal Refuge. This year more than 700 people gathered to enjoy tastings of local craft beer, wine and custom cocktails while strolling the animal refuge all for a good cause.
5th Annual Ocean County Sheriff's Foundation Golf Outing
Rachlin and Rachlin Financial Advisors was a proud sponsor of the 5th Annual Ocean County Sheriff's Foundation Golf Outing, which was held on September 19th, 2019. We were honored to show support for the Foundation's mission of assisting Ocean County residents and agencies for the betterment of the community.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Video Resources
Emergency Fund
How much money should you keep in a savings account for emergencies?
Saving for Retirement and College
How can we save for retirement and our child's college education at the same time?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.