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?
April 11, 2024
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.
March 01, 2024
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 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
