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 11, 2025
Retirement Planning for Women
Retirement planning isn’t one-size-fits-all, especially for women. Consider factors like longer life expectancy and career breaks to secure a future that matches your goals. Start planning now for the retirement you deserve. Read more: https://bit.ly/41onl34
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 18, 2025
Consider a backdoor Roth if you earn too much to contribute to a Roth IRA
Is your income too high to contribute to a Roth IRA? A Backdoor Roth strategy could be a strategy to allow for tax-free growth and withdrawals in retirement. Learn how it works and whether it’s right for you.
February 12, 2025
Making a Charitable Gift? Consider a QCD
Looking to make a charitable gift while maximizing tax benefits? A Qualified Charitable Distribution (QCD) could help you donate tax-free while satisfying your Required Minimum Distribution (RMD). Learn how this strategy can work for you in he article below.
February 05, 2025
Two weeks ago, our colleague, Devin Velnoskey, was honored to share our teams' experience coordinating the unique home office resources offered by Janney Montgomery Scott with elite advisors from around the country at our annual firm conference.
We value the opportunity to share with our peers the great support and legacy we can provide to our clients' hand in hand with the best and brightest from our firm's headquarters. If your curious about the unique resources Janney provides to our team and how they might help your financial plans for the future, let's connect.
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.
January 28, 2025
Tax Information & Forms
The most wonderful time of the year gives way to a somewhat dreaded time of year: Tax Season. Our team's goal is to make things a little less challenging by helping clients stay prepared this tax season with Janney’s updated Tax Information & Forms. Explore key resources, schedules, and guides to simplify your tax planning in the link below.
And as always, if there is something our integrated planning team can help coordinate between your trusted advisors please connect with us.
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 10, 2025
Our team is humbled and honored to have been named a Forbes 2025 Best-in-State Wealth Management Team for the 3rd consecutive year!
We congratulate all our team members for their dedication, professionalism, caring and commitment to excellence.
Doug Velnoskey
Bryan Carney
Coleen Kramer Beal
Devin Velnoskey
Gary Wright
Beth Yaeger
Patrick Gilligan
A very special thank you to our clients, colleagues and community for your continued trust and confidence. We value and appreciate our relationship with you.
https://bit.ly/4fQ5KGy
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 18, 2024
Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund
During this season of giving, 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 you may not have considered. If you're unfamiliar with the strategy, you can learn more in the article linked below. And if you're interested in discussing how a DAF could potentially fit into your holistic financial plan, let's connect!
December 11, 2024
Important Planning Considerations: Insurance & Long-Term Care
Financial advice isn't limited to investment insights and asset allocation strategies. A true, holistic and comprehensive financial plan includes discussions around important insurance and long-term care planning considerations and how proper coverage can help safeguard your income and assets. Our unique financial planning process puts clients at the center of the conversation and brings together considerations not only for investments but also insurance and estate planning. Read more about some of these insurance considerations in retirement below.
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.
December 05, 2024
Giving the Gift of an Education to Your Next Generation
As the gift giving season is upon us, consider giving the gift of education. Education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities. Additionally, recent changes in legislation have created more financial planning opportunities with education funding and planning than before. If you're interested in learning more, click the article below. If you'd like to schedule a conversation specific to your personal situation, let's connect!
