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 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 06, 2023
Grateful for our generous clients and everyone who contributed nearly 200 pounds of food for our Food Drive! We delivered items to the CEO Weinberg Northeast Regional Food Bank serving 5 counties in our area. Our team was enlightened about all the wonderful work the Food Bank does and it was a pleasure to volunteer at their amazing facility. #PeopleHelpingPeople #feedingnepa
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 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group Mark Luschini | Chief Investment Strategist Mike Halloran | Equity Strategist Guy LeBas | Director Custom Fixed Income Solutions
November 10, 2023
Alex Pucilowski and Patti Betti of Wilson Wealth Advisory Group discussed Preventing Check Fraud and ways to protect yourself from Identity Theft at a local community center on Friday November 10th.
November 06, 2023
November 03, 2023
FOOD DRIVE This holiday season, we are helping families in need in our local community by donating to the nonprofit CEO/Weinberg Northeast Regional Food Bank. If you would like to contribute, kindly drop off items at our office Mon-Fri from 8am-5pm until Dec. 4th.
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 24, 2023
Please join us for our November 15th Lunch N Learn, Year-End Financial Checklist. Important financial actions and strategies to consider and address prior to year-end will be discussed. Register by emailing email@example.com
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).
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 28, 2023
Janney was a proud sponsor of the Boys & Girls Clubs of NEPA Golf Tournament. Wonderful event supporting the children of NEPA communities. #Janney #BoysandGirlsClubsofNEPA
August 24, 2023
On Wednesday were honored to host Janney's Chief Investment Strategist, Mark Luschini, who shared his thoughts on the markets and the economy for our clients. Laura Ducceschi from the Scranton Area Foundation explained their mission and organized philanthropy. Board-Certified Hypnotist, Paul Ramsay, educated and entertained the audience with the power of the mind.
August 22, 2023
Please join us on Thurs Sept 14th to learn how the numerous features of Online Access, Janney's secure account portal, can simplify your life. Discover the many features including My Net Worth, which allows you to monitor your Janney and non-Janney financial accounts in one location. Plus the Document Vault is a place to securely store documents and share them with your Wilson Wealth Advisory Group and so much more!