April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 23, 2024
Healthy Economic Readings Should Support a Positive Earnings Season
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 27, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 21, 2024
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 19, 2024
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation (NUA). Learn more:
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 17, 2024
We hope your day will be touched by a bit of Irish luck and a lot of happiness.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 14, 2024
Business Surveys Consistent With Growth While Cyclical Stocks Favored
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 13, 2024
Using Life Insurance as a Retirement Planning Tool
If you’ve maximized your traditional retirement contributions but want to save more for retirement, cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds. Read more and learn if this strategy could be right for you.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 11, 2024
Simple steps to prepare for tax filing
When it’s time to complete your tax forms, review this checklist with steps to help ensure a stress-free tax filing experience and also to help maximize your tax planning.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 10, 2024
Spring is in the air. Remember to turn your clocks forward and embrace the longer days ahead.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 08, 2024
A Family Conversation on Estate Planning
Involving family members in your estate planning can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more on how to get started:
March 06, 2024
Resilient Economy and Positive Stock Market Indicators
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 27, 2024
2023 was another successful year at Janney! Watch this video to learn about some of our firm results and initiatives and how we’ve worked to meet the needs of our clients, people, and communities. Thank you to our clients and team for another rewarding year.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advsiors
February 15, 2024
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
#aiken #financialplanning #sampsonwealthadvisory #investments
February 06, 2024
Consider a backdoor Roth if you make too much to contribute to a Roth IRA
Would you like to contribute to a Roth IRA, but your income exceeds the applicable income limits? Learn about how you can use a backdoor Roth strategy in this article.
#aiken #financialplanning #sampsonwealthadvisory #investments #rothira