July 25, 2024
Evaluating Your College Savings Withdrawal Strategy
After your child gets accepted into college, prepare yourself to start withdrawing funds from your college savings accounts by understanding these considerations, including maximizing your 529 plan, tax implications, and financial aid eligibility.
July 24, 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
July 22, 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.
July 18, 2024
Janney Earns Great Place to Work®️ Certification
For the third consecutive year, Janney has been certified as a Great Place to Work. This prestigious recognition, only achieved by select firms, is a testament to our collaborative and people-centric culture, allowing our team members to thrive and deliver superior client service.
July 15, 2024
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 12, 2024
Building a Personalized Asset Allocation
It is essential to have a well-defined target asset allocation as part of your financial plan. Learn more about the importance asset allocation and some strategies to find the right balance with your investments.
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.
July 01, 2024
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
June 24, 2024
Supporting Your Vision for the Future
Do you have a vision for your practice but lack the necessary support? At Janney, we provide Financial Advisors with the resources and support they need to grow their practice. Hear from Financial Advisor Peter Sargent on how Janney supported his vision for growing his team and expanding their footprint.
June 24, 2024
12 Benefits of Swimming: Weight Loss, Health, and More
Did you know an hour of swimming burns almost as many calories as running? Read more about the benefits of this low-impact, full-body physical activity.
June 20, 2024
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
June 17, 2024
Attending Janney’s 2024 Wealth Management Conference was a valuable experience. I heard from several speakers who offered timely perspectives and insights on topics such as Social Security planning, Medicare, artificial intelligence, and market and economic updates.
I look forward to using these insights to improve my advice to clients and help them achieve their goals.
June 13, 2024
16 Effective Ways To Boost Energy—Without Caffeine
Feeling tired? Try some of these simple tips to stay energized naturally morning, noon, or night.
June 06, 2024
10 Key Changes to the SECURE 2.0 Act
Several changes intended to expand individual retirement savings and incentivize employers to provide additional benefits kick in this year. Here is a list of 10 key changes to know.
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.
June 03, 2024
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.