May 07, 2025
An Important Update on Social Security Benefits
The Social Security Fairness Act increases benefits for millions of individuals, but it may also affect your taxes and Medicare costs. Learn what this means for your retirement plan.
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May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 30, 2025
April Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group looks at opportunities in European stocks, surprising moves from foreign central banks, and the impact of April's earnings expectations on stock prices. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/09/april-investment-perspectives
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 17, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
You’ve worked hard to build your wealth — now it’s time to make it work for you. Let’s create a personalized retirement strategy that protects what you’ve earned, supports your lifestyle, and secures your legacy. Schedule your private consultation today.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
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April 17, 2025
Strategies to Navigate Market Volatility
In unpredictable markets, experience and strategy matter most. Let’s build a retirement plan that provides stability, income, and peace of mind — no matter what the markets are doing. Schedule your private consultation and take the uncertainty out of your financial future.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
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#CERTIFIEDFINANCIALPLANNER™️
April 17, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
You’ve worked hard to build your wealth — now it’s time to make it work for you. Let’s create a personalized retirement strategy that protects what you’ve earned, supports your lifestyle, and secures your legacy. Schedule your private consultation today.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 19, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
February 03, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
January 28, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
January 23, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
January 22, 2025
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
