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 22, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates, Mary Ann Barrett and Jimmy Foley, on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
January 21, 2025
Restructuring Your Assets to Qualify for Medicaid
Did you know Medicaid can help you cover long-term care and home healthcare costs? While eligibility can be very complex, with some thoughtful estate planning, you may be able to qualify for this valuable benefit. Read more.
December 26, 2024
Episode 2 - Saluting the Next Generation
Had the opportunity to speak about Our Community Salutes Midlands SC at the Aiken Chamber with VADM Chuck Munns, USN (Ret.)! Please check it out and share with your network!
https://open.spotify.com/episode/0NziFsqM94UHbr7oaD0OZc?flow_ctx=90dd14f9-1fa5-40d1-bf7a-fc0e258f1c46%3A1734666441&creation_point=https%3A%2F%2Fopen.spotify.com%2Fshow%2F3TsHtrc4PJCV4ScWjr6wDK%3Fsp_cid%3Dae088ec0b6fccba893b4b63e794e123f%26device%3Ddesktop%26si%3DI8jOmt7-TYWqLtfaVnx8pg
Thanks, Jim
December 19, 2024
Episode 2 - Saluting the Next Generation
Had the opportunity to speak about Our Community Salutes Midlands SC at the Aiken Chamber with VADM Chuck Munns, USN (Ret.)! Please check it out and share with your network!
https://open.spotify.com/episode/0NziFsqM94UHbr7oaD0OZc?flow_ctx=90dd14f9-1fa5-40d1-bf7a-fc0e258f1c46%3A1734666441&creation_point=https%3A%2F%2Fopen.spotify.com%2Fshow%2F3TsHtrc4PJCV4ScWjr6wDK%3Fsp_cid%3Dae088ec0b6fccba893b4b63e794e123f%26device%3Ddesktop%26si%3DI8jOmt7-TYWqLtfaVnx8pg
Thanks, Jim
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.
November 13, 2024
Veterans talk about how military service influenced their lives during Aiken Rotary meeting
Very pleased to have my son and partner mentioned for leading a Veterans Forum at the Aiken Rotary Club.
https://www.postandcourier.com/aikenstandard/news/rotary-club-of-aiken-veterans/article_b1e13146-9ab9-11ef-92f4-63d3dc3de010.html
November 11, 2024
Veterans talk about how military service influenced their lives during Aiken Rotary meeting
Very pleased to have my son and partner mentioned for leading a Veterans Forum at the Aiken Rotary Club.
https://www.postandcourier.com/aikenstandard/news/rotary-club-of-aiken-veterans/article_b1e13146-9ab9-11ef-92f4-63d3dc3de010.html
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 03, 2024
So honored to support Aiken County Veterans Council #ACVC inaugural #NJROTC Champions Cup! Congratulations North Augusta Yellow Jackets, CDR Ken Beck and Master Guns Stephen Thompson on their victory! Congratulations to my good friend Lowell Koppert for organizing this event and for his leadership of #ACVC! #Aiken #Veterans #ACPSD #NAHS #NJROTC
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 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 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 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 01, 2024
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?
