News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

September 05, 2023

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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 02, 2023

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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 31, 2023

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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.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Florida Community Property Trust Act

As of July 1, 2021, the newly enacted Community Property Trust Act allows residents and nonresidents alike to establish a Florida community property trust. The tax law provides that residents of community property states receive a full basis step-up on their community property upon the death of the first member of a married couple to die.

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Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

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Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Kenneth Feiertag, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.