April 18, 2025
We had such a wonderful time with everyone at our Client Appreciation Event at My Lady's Manor Steeplechase races on Saturday! 🏇🏻 We truly appreciate your trust in our team and are proud to have you as a client! We look forward to celebrating you at the racecourse again next year! 🏆
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 31, 2025
An Important Update on Social Security Benefits
The Social Security Fairness Act was recently signed into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). As a result, millions of affected individuals will see higher Social Security payments which may impact their tax strategy, withdrawal plan, Medicare premiums, and more. Check out the below article to learn more! 💸🔍
March 14, 2025
Beware of These Top Tax Scams When Filing Your Taxes
Filing season is a popular time for fraud - It's important to stay knowledgeable on common tax scams to help protect yourself! 🔒 Check out the below article that outlines key strategies for recognizing and avoiding common tax-related scams. 🔍
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 28, 2025
Our very own, Carrie Jarmer, recently won 3rd place at the Towson branch's 2025 Annual Chili Cook-Off! 🌶️ It was fierce competition with seriously delicious chili, but Carrie brought her A-game and earned a spot on the podium! 🏆
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 24, 2025
#FunFriday Welcoming our newest RCR family member, Gunnar, to the team! While he is still learning the ropes, we are confident he will help 'fetch' the best financial strategies for you! 🐾
January 15, 2025
We are honored to announce RCR Wealth Advisors has been named to the Forbes 2025 Best-In-State Wealth Management Teams list! 🌟
"Congratulations to RCR Wealth Advisors on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them," said Kevin Reed, President of the Firm’s Private Client Group.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
December 23, 2024
Thank You for a Memorable 2024! ✨
As we close out the year, we wanted to take a moment to express our sincere gratitude for your continued trust in our team! This year has been a particularly special one for the RCR family as we expanded in various meaningful ways. We are excited about the relationships we have strengthened and are eager to continue working together to achieve your goals.
We wish you a joyful holiday season and a prosperous New Year! 🥳
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.
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 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 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 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.
