News and Commentary

Last week, Nellie had the incredible opportunity to attend The Janney Women's Advisor Forum in Philadelphia. She was honored to speak on a panel alongside some of the top female advisors in our firm. They advisors shared their best practices and discussed innovative strategies that have proven successful for their teams. These conferences are invaluable for idea sharing and continuous learning. Nellie is looking forward to implementing some of the new strategies we discussed.

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.