Recent Updates

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.

SCHEINKER LEGACY WEALTH ADVISORS NAMED TO FORBES 2025 BEST-IN-STATE WEALTH MANAGEMENT TEAMS LIST FORBES BEST-IN-STATE AWARD Scheinker Legacy Wealth Advisors has been named to the Forbes 2025 Best-in-State Wealth Management Teams list for the third consecutive year. “Congratulations to Scheinker Legacy 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. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. ABOUT SCHEINKER LEGACY WEALTH ADVISORS No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. Scheinker Legacy Wealth Advisors was established to take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to meet them. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life. Our strategy is straightforward- our clients tend to be super-achievers whose time is at a premium. We aim to simplify the often complicated and time-consuming process that typically accompanies a comprehensive wealth planning process and leverage our team's time and talent to provide individualized recommendations based on individualized circumstances. _______________________________________________________________ 40 Wight Ave, 5th Floor, Hunt Valley, MD 21030 410.580.2686 ● scheinkerwealthadvisors@janney.com ● www.scheinkerwealthadvisors.com

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

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.

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.

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.

Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.

Our team is honored to have been named a Forbes 2024 Best-in-State Wealth Management Team. A special thanks to you, our clients, for the trust and confidence you place in us each and every day.

Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.

Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.

It was an honor to serve on the Committee for the Cal Ripken Sr. Foundation's 11th Annual College Season Tip-Off. We raised over $540k! And obviously I loved hanging out with Hall of Fame Coach Roy Williams and Baltimore's favorite son and Hall of Famer Cal Ripken Jr.

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).

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.

If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).

In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.

The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.

We are excited to share that Josh Scheinker has been named one of AdvisorHub’s Fastest Growing Advisors to Watch. We are honored to work alongside Josh and congratulate him on his dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to you, our clients, for the trust and confidence you place in us each and every day.

An overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar. Political and financial correspondent Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.