September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 20, 2024
6 Tax Planning Opportunities Before the TCJA Sunsets
Unless Congress acts, the Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider as tax planning tools to help mitigate your possible potential tax risk if the sunset occurs.
https://tinyurl.com/yk8jjp2n
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 14, 2024
Three Strategies to Navigate Market Volatility
As National Financial Awareness Day draws to a close, our team knows that "financial awareness" can mean many things to many people at many different times throughout their lives. We also recognize that financial markets have been more in the headlines of late because of recent volatility.
As awareness around volatility and its impact on investments may be top of mind for you or your family, our team wanted to share the below article that discusses three straightforward strategies to help you navigate market volatility today, tomorrow, and beyond.
If you're curious as to how our team implements these strategies using our unique financial planning process. Let's connect!
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 26, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 23, 2024
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Two strategies in particular are quite popular with our clients: Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs). Learn more about these two and other tax-smart strategies when giving charitable gifts in the article below. If you are philanthropically inclined and you haven't quite figured out how to incorporate it into your financial plan. Let's connect!
July 16, 2024
Discover Generous New Tax Credits for Start-Up 401(K) Plans
If you are a business owner looking to provide additional retirement benefits to your employees there are newly expanded tax credits available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business in the article below. If you'd like to discuss more about your specific situation, let's connect!
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 18, 2024
The Importance of “What if” Planning
"What if" planning is a critical part of our team's unique financial planning process. It's useful for clients to acknowledge that "stuff happens" and just by considering what they might do when it does is a step in the right direction. While we can't predict the future, we know life is full of changes and those who have plan are best equipped to navigate unexpected life events. If you're interested in learning more about some examples of "what if" planning, read more in the article below. And if you're interested in assessing your own "what if" planning, let's connect.
June 11, 2024
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney and our team are passionate about financial wellness and improving the quality of life for participants in retirement. Contact us to discuss ways to design an engagement strategy aligned with your plan goals.
June 04, 2024
10 Key Changes to the SECURE 2.0 Act
Heard of the SECURE 2.0 Act? Maybe you have; maybe you haven't.
The Act has far-reaching ramifications with several changes intended to expand individual retirement savings and incentivize employers to provide additional benefits that kick in this year. The article below covers 10 of the key changes to know.
If you have questions about how these changes impact your business or your personal financial situation, let's chat!
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 14, 2024
Planning Strategies for Remaining 529 Balances
Another week, another graduation themed article! Did you save more in your 529 plan for college than your child needed? There are more options than before for overachievers who saved more than they needed for education costs. Two specific strategies you can use to optimize your remaining balance are discussed in the article below. If you or someone you care about is faced with these choices, let's connect to discuss which options might be best for your unique financial situation.
May 07, 2024
The Family Conversation on College Planning
You've probably notice graduation season is upon us! Education is the gift of a lifetime. It is also an important financial conversation that families should have when it comes to financial planning. For many of our clients, both parents and grandparents, we dive deep into education planning as part of our holistic and unique financial planning process. This article shares some helpful tips to guide those conversations, from establishing goals to choosing a college. If education is important to you, let's connect to see how it fits into your family's financial plan!
