November 21, 2024
Our "Year-End Checklist for Fiscal Success" Lunch N Learn discussed many topics including Income Tax Planning and preparing for 2024 year-end and the start of 2025. Ryan Wilson, Mark Santaniello and Alex Pucilowski provided insight on these important topics.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 10, 2024
Our Oct 9th Virtual Lunch N Learn featured Laura Ducceschi from the Scranton Area Community Foundation discussing Donor Advised Funds, their charitable impact & tax benefits.
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.
October 01, 2024
Wilson Wealth Advisory Group of Janney Montgomery Scott, LLC was a proud sponsor of an outstanding event for a valuable cause benefitting the Boys and Girls Clubs of Northeastern PA.
September 19, 2024
Team Member and Financial Advisor, Mark Santaniello, CRPC™️ (Chartered Retirement Planning Counselor) hosted an informative seminar on Tax Savings Strategies for Retirement last night in the community.
September 18, 2024
3 team members attended a Teaming Summit in Phila last week. Former Olympic Bobsledder, and ex-NFL player, Johnny Quinn provided an energetic & motivating speech on positivity & overcoming obstacles.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
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 27, 2024
Congratulations to our teammate, Alex Pucilowski, AIF®️, Account Executive, for earning the Certification in Long-Term Care (CLTC®️) designation to help clients protect their families and assets from the financial and emotional impact of long-term care. Alex handled coursework, studying and an exam to increase his knowledge of the topic and continue to further assist our clients. Nice job Alex!!
August 26, 2024
Last week we were honored to host Janney's Chief Investment Strategist, Mark Luschini, who shared his thoughts on the markets and the economy for our clients. Kurt Bauman from the NEPA Nonprofit & Community Assistance Center (NCAC) explained the organization’s wonderful works in supporting the community. Board-Certified Hypnotist, Paul Ramsay, educated and entertained the audience with the power of the mind. #Janney
August 21, 2024
Congratulations to our teammate Mark Santaniello, Financial Advisor, for earning the Chartered Retirement Planning Counselor™️ (CRPC™️) designation for financial professionals who are focused on retirement planning for families. Mark’s studying, training and hard work is evident and will greatly benefit our clients. Way to go Mark!!
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 13, 2024
Janney was a proud sponsor of the 4th Annual North Pocono Public Library Golf Tournament. Great day and wonderful event supporting the library and its many activities. #NorthPoconoPublicLibrary
August 13, 2024
Janney was a proud sponsor of the 4rd Annual North Pocono Public Library Golf Tournament. Great day and wonderful event supporting the library and its many activities. #NorthPoconoPublicLibrary
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.”
