December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 11, 2024
The end of the year can be hectic for everyone, it was so lovely to pause for a moment and celebrate with our Janney Family the exciting news of our bright future with our new parent company KKR.
KKR is a global leader investment firm that is committed to maintaining our culture of client excellence and is focused on partnering with us in our client's continued success. 2025 we are ready for you!
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 03, 2024
When you join the Sullivan Russillo Family you have Chris Peters in your corner. For 17 plus years as a Financial Advisor Chris has brought his endless knowledge of the financial industry (and his A game) to clients, setting us up for success in our retirement.
It all starts with a conversation, whether you are already investing in your future or just thinking about it. Meet with our team and start building your road map to retirement today.
November 27, 2024
On every team there is an anchor, a rock so to speak.
Jan is that person for us. She has 38 years invested in the industry and our clients.
As an Account Executive she has assisted our client's in growing their retirement wealth. She's provided clients with a level of personal attention that comes with the Janney family name.
Reach out today to schedule a call or a meeting with one of our knowledgeable Financial Advisors at Sullivan and Russillo Wealth Advisors of Janney.
November 26, 2024
Roughly 4 in 10 American workers say they are behind on retirement planning and saving. Worried this is you?? Sullivan and Russillo Wealth Advisors are here to help put your mind at ease.
Key 401(k) changes going into effect in 2025 could make saving for retirement easier in many ways.
1. Catch up contributions: for 2025 employees can defer $23,500 into 401(k) plans, up from $23,000 in 2024. Workers ages 50 and older can make up to $7,500 in catch up contributions on top of the $23,500 limit.
In 2025, the catch up limit for workers ages 60-63 will increase to $11,250. These workers can save a total of $35,750 in 2025!!!
2. Shorter wait for part time workers: Starting in 2024, employers were required to extend plan access to part time employees who worked at least 500 hours annually for three consecutive years. That thresh hold will drop to two consecutive years in 2025.
3. Mandatory auto-enrollment for new 401(k) plans: Starting in 2025, most 401(k) and 403(b) plans established after Dec 28, 2022, must include automatic enrollment of employees in the plan with a minimum 3% deferral rate.
Questions on anything related to your retirement plan? Please reach out.
November 25, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
November 14, 2024
Sulivan and Russillo Wealth Advisors of Janney Montgomery Scott LLC.
50 plus years caring for you and your retirement.
November 09, 2024
Today, we honor the heroes who served our country. Thank you for your service, bravery, and dedication.
November 07, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
October 31, 2024
Embrace the spookiness, creativity, and sweet treats that come your way.
Have a fa-boo-lous Halloween!
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 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 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
