Recent Updates

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

November 03, 2025
Recent Update Photo
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
September 04, 2025
Recent Update Photo
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image tbuonocore@janney.com
Relate Image 302.304.8001
Phone Image 302.304.8001