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!
November 27, 2024

Financial Planning: Helping You See the Big Picture
As the holidays quickly approach, your time with family and friends might cause you to consider "what's next" in life. Financial planning helps you prioritize and achieve your goals by providing a clear roadmap designed to address your needs. Our team's unique process is deeply rooted in financial planning and its time-tested concepts. At the link below, you can discover how a holistic and comprehensive financial plan can guide your financial future with tailored advice and personalized strategies for today, tomorrow, and your legacy.
November 21, 2024

CarrollBizQ - Carrollmagazine.com
Check out Doug's latest article in Carroll Business Quarterly at the link below.
https://carrollmagazine.com/carrollbizq/
If you or someone you know would benefit from a conversation about how a team of Financial Advisors can help maximize business value and help plan for a "third act" in life. Please reach out to us!
November 12, 2024

8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
As we inch closer and closer to the holiday season, gratitude and giving go hand in hand. There are many ways to support your favorite causes with our time, talent, and treasure. If you're considering how your legacy of philanthropy can continue for generations to come, consider a Donor-Advised Fund. In this article, discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more below.
November 05, 2024

401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000 | Internal Revenue Service
Two weeks ago the IRS released its tax brackets for 2025. This past week they released the changes to the contributions limits for 401(k)s and other retirement accounts. Additionally, they provided guidance on the phase out ranges and earnings limits for certain contributions.
Get more specific information here: https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000#:~:text=The%20annual%20contribution%20limit%20for%20employees%20who%20participate,on%20annual%20contributions%20to%20an%20IRA%20remains%20%247%2C000.
October 23, 2024

Estate Planning for Procrastinators
In honor of National Estate Planning Awareness Week, we're sharing a few strategies that even those who haven't given much thought to Estate Planning yet can get behind. Remember, it's better late than never when it comes to creating your estate planning documents. Get started with the list linked below and if you'd like to sit down and discuss how estate planning connects with your overall financial picture, please connect with us!