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.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 08, 2025
Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund
Whether you’re planning for a large gift, supporting multiple charities, or growing funds for future giving, a Donor-Advised Fund (DAF) offers beneficial flexibility and tax advantages. Learn more.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 20, 2024
Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
November 13, 2024
A Glidepath
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
November 12, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
October 28, 2024
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
October 24, 2024
Estate Planning
Did you know? If current legislation sunsets, even an extremely conservative rate of return can potentially push your total estate value over the projected exemption amounts.
Click here to learn more about the importance of estate planning:
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
https://tinyurl.com/46sjzkup
October 22, 2024
6 Tax Planning Opportunities Before the TCJA Sunsets
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider to help mitigate your possible potential tax risk.
https://tinyurl.com/yk8jjp2n
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
October 21, 2024
October Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.
#aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️
#CERTIFIEDFINANCIALPLANNER™️
