Articles by Shurdonna Joseph

  • The Seven Smartest Ways to Pay for College

    Shurdonna Joseph February 2, 2023

    With the price of college continuing to escalate, many parents are finding it difficult to save enough.

  • 6 Strategies for Concentrated Stock Positions

    Shurdonna Joseph June 13, 2022

    This article is intended to provide an initial overview of some the different strategy options you may consider, with your Janney Financial Advisor, to protect and diversify highly concentrated stock positions in a way that coincides with your individual circumstances and full financial picture.

  • Generating tax-efficient retirement income

    Shurdonna Joseph June 16, 2021

    You know the importance of saving enough money for retirement so that you have readily available sources of funds to augment your guaranteed income from Social Security and any pensions. But did you also know that how you go about converting your assets into income can have significant tax implications?

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