September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 08, 2023
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: http://bergenfamilycenter.org/.
September 05, 2023
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 24, 2023
Approaching Retirement: What You Should Be Doing Now
After years of saving and working toward your financial goals, it’s finally time to retire - but what’s next? Learn more about some considerations and questions to ask yourself to ensure a smooth transition to retirement.
August 21, 2023
A Family Conversation on Estate Planning
Having a discussion about your estate plan can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more for some tips on how to get the conversation started.
August 10, 2023
The Hackensack Branch of Janney Montgomery Scott LLC is collecting items for The Bergen Family Center! The collection is happening August 7th-28th, 2023. Collection boxes for donations are located in our lobby. Items needed include pens, pencils, markers, glue, notebooks, and small backpacks. BFC strengthens communities by providing services to individuals, families and children that enhance their ability to function independently, manage challenges and improve the quality of their lives.
August 02, 2023
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.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 26, 2023
The Washington Update
An overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar. Political and financial correspondent Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.
May 19, 2023
It was great participating in the 2023 Wall Street Heart Walk & Run 5k in lower Manhattan on Team Janney Montgomery Scott LLC ! Together we raised $5,213.41 for the American Heart Association and had a fun time doing it ❤️ #JanneyJuggernauts https://lnkd.in/efb7snhY
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets? Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group Mark Luschini | Chief Investment Strategist Mike Halloran | Equity Strategist Guy LeBas | Director Custom Fixed Income Solutions
May 17, 2023
It was great hosting a client lunch featuring Janney Chief Investment Strategist, Mark Luschini at the Hackensack Golf Club. Thank you Mark for a terrific & informative discussion on the current economy, financial markets & investment strategies!
May 08, 2023
Estate Planning for Procrastinators
Are you procrastinating on your estate plan? Read this article for tips to get started and a few ideas that may help reduce the tax bill.
May 04, 2023
With your help & support the Janney Hackensack branch was proud to present a collection of children's toys, games, crafts and a donation check in the amount of $4,600 to the Hackensack Meridian Children's Health Children's Cancer Institute. Thank you to everyone who contributed to this wonderful and well-deserving organization. You can learn more about them here: https://www.hackensackmeridianhealth.org/en/info/Pediatric-Oncology
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 13, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
April 10, 2023
The Hackensack office is collecting donations for the Hackensack Meridian Children's Health Children's Cancer Institute. We will be collecting monetary donations as well as: - Coloring Books and Crayons - Legos - Craft Projects - Puzzles - Board Games - Infant Toys Donations can be dropped off in person or shipped to: Janney Montgomery Scott LLC 505 Main Street – Suite 200 – Hackensack, NJ Collection ends Friday, April 28th We’d love for you to be part of it!