News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Mobile Check Deposit
In light of the health circumstances, clients have appreciated learning that checks can be deposited to your Janney account from home.
College Cost Data for 2019-2020 School Year
Each year, the College Board releases its annual Trends in College Pricing report that highlights current
college costs and trends. While costs can vary significantly depending on the region and college, the
College Board publishes average cost figures, which are based on a survey of nearly 4,000 colleges across
the country.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
