December 30, 2024
Closing a Retirement Income Gap
Let's review your plan to ensure you are on track to retire when and how you want to.
December 27, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
December 24, 2024
Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund
Whether you’re planning for a large gift, supporting multiple charities, or growing funds for future giving, a Donor-Advised Fund (DAF) offers beneficial flexibility and tax advantages. Learn more.
December 23, 2024
Annuities and Retirement Planning
Take a moment to discover how annuities work in retirement planning. Learn the pros and cons and how they payout. If the article brings up more questions.....well, we are here to answer them for you.
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 19, 2024
Discover the Emotional and Fiscal Benefits of Philanthropy
Are you looking to make a lasting impact through charitable giving? Explore flexible strategies like donor-advised funds and trusts that align with your values and goals. Read more.
December 18, 2024
Evaluating an Early Retirement Offer
Learn what information you will need to understand when evaluating an early retirement offer.
December 16, 2024
Taking Advantage of Employer-Sponsored Retirement Plans
Learn to optimize your employer-sponsored qualified retirement plans such as 401(k)s. These plans are some of the most powerful retirement savings tools available.
December 13, 2024
Understanding IRAs
If an IRA is part of your retirement plan, take a moment and learn the different types of IRAs available to you and the rules within associated with them. If you have any questions we are here to help.
December 11, 2024
Important Planning Considerations: Insurance & Long-Term Care
Planning for the future can bring uncertainty. Learn about some important insurance and long-term care planning considerations, and how proper coverage can help safeguard your income and assets. Read more.
December 10, 2024
Giving the Gift of an Education to Your Next Generation
Tis the giving season!
Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.
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 09, 2024
Estimating Your Retirement Income Needs
How much will you need retirement and what are the key factors you should take into consideration? It seems like a simple question but there may be more to consider than you first think.
December 02, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 29, 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.
November 26, 2024
Gift and Estate Taxes
Estate taxes and gifting, how does it work and what should you know?
November 25, 2024
Feeling prepared to meet those costs is easier when you take a few steps ahead of time.
Are you ready to tackle long-term care costs? Taking proactive steps now can make all the difference. Check out this article for a helpful checklist to guide you on this important journey. Learn more.
