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
Stay up-to-date and in-the know about every aspect of your financial picture.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
August 01, 2025
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
Exciting news! Janney is now the Official Wealth Management Partner of the Philadelphia Eagles in a new multi-year strategic partnership.
As our CEO Tony Miller shared, “We’re proud to partner with one of the most respected and successful organizations in professional sports to expand our brand presence in our hometown and share Janney’s story more broadly with Eagles fans and sports fans across our footprint. Just like the Super Bowl Champions, we believe success—on the field or in your financial life—comes from preparation, planning, and having the right team in place to achieve your goals.”
This partnership creates meaningful opportunities to strengthen our brand, connect with new audiences, and collaborate with the Eagles on community engagement initiatives, all while celebrating Janney’s deep roots and growth across our entire footprint.
Learn more about this milestone here: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/29/janney-named-official-wealth-management-partner-of-the-philadelphia-eagles
July 21, 2025
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants.
With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
