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 16, 2024
WE DID IT! With all of your generous donations, JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s Halloween costumes, as well as plenty of accessories & treat bags for children in need across the state of New Jersey. We can't thank you enough for helping us provide children with the chance to enjoy a fun and festive Halloween! Please visit the Jersey Cares website for more information about the costume drive: https://www.jerseycares.org/Halloween_Costume_Drive
October 15, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to start thinking and talking about ways to start planning for year-end taxes. Please reach out with any questions or concerns about your year-end tax planning and ways that we can help.
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 05, 2024
WE DID IT! Thanks to all the generous donations, the Hackensack Office in partnership with the Bergen Family Center, collected school supplies for children in Bergen County for the new school year. Children in need were given backpacks filled with supplies that will help them begin the school year with the basic tools they need to succeed. The Bergen Family Center serves the community with programs for families like an After School Program for young children, Counseling, Tutoring and College Prep for Teens, and Care Management for the Homebound Elderly. To learn more about The Bergen Family Center and their programs, visit their website at: https://bergenfamilycenter.org/
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
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 26, 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 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.
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
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
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.
April 22, 2024
It was great celebrating Earth Day at JANNEY Hackensack for our Shredding & Food Drive Event! 🌎 🌱 We loved spending time with our clients while supporting The Center for Food Action 💚 https://www.cfanj.org/
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 21, 2024
We are so proud to “ROCK OUR SOCKS” 🧦 today in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored, mismatched socks. You can learn more here - https://bit.ly/3LGkM69 #lotsofsocks #WorldDownSyndromeDay
