January 27, 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.
June 16, 2024
Thank you to all fathers and father-figures that we have had the pleasure to know professionally and personally. We appreciate everything you do today and every day!
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 22, 2024
The Changing Landscape of 529 Plans
With 529 Day around the corner, here is your friendly reminder to stay informed on the various policy changes related to 529 plans! Learn more about these changes and the implications on education planning goals. ☀️🏫
#FinancialPlanning #EducationPlanning #PersonalFinance
May 15, 2024
Planning Strategies for Remaining 529 Balances
Did you save more in your 529 plan for college than your child needed? Learn more about two strategies you can use to optimize your remaining balance.
May 12, 2024
Thank you to all mother and mother-figures that we have had the pleasure to know professionally and personally. We appreciate everything you do today and every day! 🌸🌟
May 10, 2024
The Family Conversation on College Planning
An important financial conversation that families should have is about college planning. Here are some tips to help guide those conversations, from establishing goals to choosing a college.
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?
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.
April 03, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
