News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 23, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
