July 08, 2024
![16 Effective Ways To Boost Energy—Without Caffeine Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b47b39cc9ede4bbd83a8524cf77e74a4.jpg)
16 Effective Ways To Boost Energy—Without Caffeine
Feeling tired? Try some of these simple tips to stay energized naturally morning, noon, or night.
July 05, 2024
![Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan? Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/add7679fae5c4be5a11840d958d46c15.jpg)
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
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.
July 01, 2024
![The Seven Smartest Ways to Pay for College Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5e4e2936629c41528ded82da51ff18c9.jpg)
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
June 28, 2024
![12 Benefits of Swimming: Weight Loss, Health, and More Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/769d08f60b5c448d913973bb28ec1761.jpg)
12 Benefits of Swimming: Weight Loss, Health, and More
Did you know an hour of swimming burns almost as many calories as running? Read more about the benefits of this low-impact, full-body physical activity.
June 26, 2024
![Evaluating Your College Savings Withdrawal Strategy Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e28742de65e44118ae29a0e7b9caf3c6.jpg)
Evaluating Your College Savings Withdrawal Strategy
After your child gets accepted into college, prepare yourself to start withdrawing funds from your college savings accounts by understanding these considerations, including maximizing your 529 plan, tax implications, and financial aid eligibility.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
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 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 19, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/6d80936027c849f493bd4730cf32142f.jpg)
Congratulations to Financial Advisors Murray Carter and Steve Glasgow for being named Top Retirement Plan Advisors by PLANADVISER. The recognition is a testament to their committed to provide plan sponsors with a superior service experience and plan participants with a comprehensive retirement planning model in order to achieve their financial goals.
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 03, 2024
![Look Out For These Top Tax Scams When Filing Your Taxes Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/26210e8064d24933b12773f02a5cf6e8.jpg)
Look Out For These Top Tax Scams When Filing Your Taxes
Tax-related scams tend to spike during tax season. To help protect yourself, check out this list of “Dirty Dozen” tax scams from the IRA and some helpful tips.
April 01, 2024
![Maximize Long-Term Care Benefits Using an Existing Annuity Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3e798a39744a48fb86accfd0a40be682.jpg)
Maximize Long-Term Care Benefits Using an Existing Annuity
An often-overlooked provision of the Pension Protection Act allows you to gain valuable tax benefits by replacing an unneeded annuity with one that offers long-term care coverage. Several benefits can include:
- Tax-deferred growth
- New features/better rates
- Legacy planning
Learn more about annuity exchanges and if this solution would fit your situation:
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 12, 2024
At Janney, our Financial Advisors and clients know we have stability they can count on. Can you say the same? Watch this video to hear Janney Financial Advisors and firm leaders speak about how the Janney's financial strength, private ownership, and history of stability is a legacy you won’t find at other wealth management firms.
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 20, 2024
![Janney’s Branch Manager of the Year on the Firm’s Culture and Support of Financial Advisors Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8f92450eb4b648f2bc1e2dea7960e005.jpg)
Janney’s Branch Manager of the Year on the Firm’s Culture and Support of Financial Advisors
Janney’s Branch Manager of the Year, Bruce Milstein, Complex Director in New York City, was recently profiled in AdvisorHub, sharing his thoughts on how Janney’s culture and support makes the firm a destination for Financial Advisors looking for the freedom to run their practice the way they want. Read the full article. https://www.advisorhub.com/resources/janneys-branch-manager-of-the-year-on-the-firms-culture-and-support-of-financial-advisors/