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.
March 17, 2024
Happy St. Patrick's Day from the RCR team's festive, furry friends! 🍀 May the luck of the Irish follow you in all your ventures and your success be as endless as a rainbow! 🌈
March 13, 2024
Which Type of Special Needs Trust Is Right for You?
#WealthyWednesday It is important to understand the financial situation of your beneficiaries and the impact of inheriting your assets! ⚠️ A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. 🌟🤝🏻 Check out this article to learn more!
#EstatePlanning #PersonalFinance #Financial Planning
March 08, 2024
Happy International Women's Day! 🌻 Special spotlight on the women of the RCR team and other impactful women in their lives!
March 06, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
#WealthyWednesday Did you know the estate and gift tax exemption limit is currently at a historic high, however is due to “sunset” on December 31, 2025? 🌇 Read more about some strategies and considerations to take advantage of this unique opportunity! 🌟
