November 01, 2024
Our team was thrilled to attend the @The Atlanta Women's Foundation 28th annual Numbers Too Big To Ignore Luncheon this week. In total, the event raised 1.75 million dollars that will go towards funding nonprofit programs improving the lives of women and girls throughout metro Atlanta. Schultz Wealth Management of Janney is proud to support this incredible foundation!
We were joined in great company as well @Katie Kohli @Meg Williams @Mollie Burch @Erica Tuggle @Shannon Smith @Lisa Boren Sivy @Clarke Williams @Caroline Ballou
#AtlantaWomensFoundation #AWF #NumbersTooBigToIgnore #Atlanta
October 17, 2024
We are proud to announce the addition of @Caroline Ballou to our wealth management team as our Private Client Associate. She brings experience from project management, with a desire to help clients, and a contagious ambition to succeed. Cheers to Caroline!
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
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.
October 11, 2024
I'm very pleased to announce the expansion of Schultz Wealth Management of Janney and excited for @Clarke Williams joining our team as a Financial Advisor.
"With a strong background in life insurance design and estate tax planning for the high-net-worth community, Clarke brings valuable experience in financial planning, wealth management, and asset protection.
Clarke’s skillset enhances our team’s ability to deliver exceptional value to clients, and in his role, he plays a pivotal part in the continued growth of our wealth management practice. His dedication to building meaningful relationships through sound financial guidance aligns perfectly with Schultz Wealth Management’s mission to maximize clients' resources through goals-based planning and personalized service.
Clarke is a proud alumnus of Florida State University, a Chartered Financial Consultant (ChFC), golf enthusiast, and is actively engaged in his church community in the Roswell area where he lives with his wife, Laura."
October 02, 2024
Join me in ending hunger
Our team made a donation today on our clients behalf. Lets get these communities affected by Hurricane Helene some food!!
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 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
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 24, 2024
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
July 27, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
June 27, 2024
Qualified Small Business Stock: What Is It and How to Use It | U.S. Small Business Administration
Another strategy we've help business owners around tax strategy and succession/transaction
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 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
