News and Commentary

Recent Updates

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

November 02, 2023

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Make Long-Term Care a Part of Your Financial Plan

November is Long-Term Care Awareness Month. Read more about its importance and how you can make long-term care part of your financial plan.

November 01, 2023

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Make Long-Term Care a Part of Your Financial Plan

It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.

October 03, 2023

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Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions

Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).

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.