July 24, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
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 24, 2024
![Tax-Smart Charitable Gifting Strategies Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a24aa43b310840ff9340924b283e8947.jpg)
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 23, 2024
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a039acd2618b4b9aac9446d00a60b200.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
July 16, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5342576c384e40bb9d55530f955d8437.jpg)
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 15, 2024
![Building a Personalized Asset Allocation Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/35387cac7d814c5c9082822c6968ad90.jpg)
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 10, 2024
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e28742de65e44118ae29a0e7b9caf3c6.jpg)
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 08, 2024
![Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/add7679fae5c4be5a11840d958d46c15.jpg)
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 28, 2024
![The Seven Smartest Ways to Pay for College Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5e4e2936629c41528ded82da51ff18c9.jpg)
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
June 27, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a2fc2b58fc744af3b8a49a1b2bfdcc11.jpg)
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney is passionate about financial wellness and improving the quality of life for participants in retirement. Contact our team to discuss ways to design an engagement strategy aligned with your plan goals.
June 17, 2024
![Discover Generous New Tax Credits for Start-Up 401(K) Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6cf5127404804a23966d0109c9690023.jpg)
Discover Generous New Tax Credits for Start-Up 401(K) Plans
https://www.janney.com/wealth-management/education/all-education/detail/education/2024/06/14/discover-generous-new-tax-credits-for-start-up-401(k)-plans
June 09, 2024
![529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3b17f7c585b84da49ffe16b10a480c62.jpg)
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Read this article to explore the tax benefits and other considerations of using 529 plan accounts to save for and help fund a grandchild’s college or private K-12 education.
June 06, 2024
![The Importance of “What if” Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4847a29198674bea918090f2762053df.jpg)
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.
June 05, 2024
![Cash Balance Plans: An Overview Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c204cb91b4d34a81a873d26b9de6f638.jpg)
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
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 29, 2024
![The Changing Landscape of 529 Plans Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8e465a12e5584eb3b5bad65973bcf5ce.jpg)
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications education planning goals.
May 21, 2024
![10 Key Changes to the SECURE 2.0 Act Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/733e930b3d4245edbc92dd6ccd178e1d.jpg)
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.
May 17, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/314707dd50cf4483916ca33c19f3b708.jpg)
The Family Conversation on College Planning
An important financial conversation that families should have is about college planning. Here are some tips to help guide those conversations, from establishing goals to choosing a college.
May 15, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/dc8040a57834499f96f1586c86343bc4.jpg)
Janney Montgomery Scott is pleased to announce Stephen E. Krakower, AWMA®️, CEPA®️, CLTC®️, CRPC®️, CRPS®️ has successfully completed and passed the Certified Exit Planning Advisor curriculum and earned his CEPA®️ designation through the Exit Planning Institute.
The CEPA®️ program is designed to educate advisors of many disciplines in the Value Acceleration Methodology™️ and its impact on business owners and their families. Stephen will use his knowledge to work more closely with business owner clients and referrals to counsel them in strategic exit planning while connecting them to our group's large network of credentialed professionals including value growth advisors, financial planning, business valuation experts, business brokers, CPAs, corporate and estate attorneys, insurance professionals, as well as investment banking and private equity resources, who can assist business owners in value creation and growth to prepare them for their destiny and greatness in their "third act" of life