News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
Recent Update Photo
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
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).
September 05, 2023
Recent Update Photo
Evaluating Your College Savings Withdrawal Strategy
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).
August 02, 2023
Recent Update Photo
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image soundwmg@janney.com
Phone Image 561.803.7150