News and Commentary
Video Library

Medicare Enrollment When You Already Have Coverage
Hear from Mark Santaniello on whether it is necessary to enroll in Medicare at age 65 if you have health care coverage with your employer.

Triple Tax Advantages of Health Savings Accounts
Hear from Mark Santaniello on the triple tax advantages that can come from Health Savings Accounts.

Net Unrealized Appreciation
In this video, we will discuss net unrealized appreciation and how it can be strategically used with your employee stock ownership.
Recent Updates
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February 05, 2025

Join teammate and Financial Advisor Mark Santaniello, CRPC™️ at the No. 27 Café,100 S Abington Rd, Clarks Summit, PA, on Wed. Feb 19 at 8:00AM to discuss Social Security Strategies and enjoy a complimentary coffee. Bring your questions and talk finance! Any questions, contact Mark at (570) 963-9203.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.

Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.