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!
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 03, 2024
May the new year bring blessings, happiness, and moments of renewal. L'Shanah Tovah!
October 01, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Identity protection and safe practices around your personally identifiable information (PII) are critical considerations for your daily internet usage. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
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
