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Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
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Janney Advises JCM Industries on its sale to A.Y. McDonald
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Behavioral Finance and Investment Principles I
Part 1: Introduction, Prospect Theory, Loss Aversion, Recency Bias
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Seven Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Prestigious recognition represents commitment to comprehensive wealth management experience.
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Making a Charitable Gift? Consider a QCD
If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.
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Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
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March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
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Business Surveys Consistent With Growth While Cyclical Stocks Favored
Broad market indexes are all bullish across the market cap (size) spectrum, which is yet another risk-on signal as it indicates improving breadth.
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Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
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Janney Advises Pathfinder Bank in its Acquisition of a Branch from Berkshire Bank
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Resilient Economy and Positive Stock Market Indicators
The just revised fourth quarter GDP report and current estimates for the first quarter of 2024 suggest a still healthy economy, despite the restrictive Federal Reserve (Fed) interest rate policy.
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Tom Galvin Joins Janney’s Private Client Group in Leadership Role
Tom will lead Janney's growth in the Northern Florida market with a focus on recruiting and advisor support.
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Why Hire an M&A Advisor When Selling Your Business?
A qualified Mergers & Acquisitions (M&A) advisor can often be well worth the cost by delivering improved transaction terms and helping you get the deal done.
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Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.
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Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.
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Should you Consider a Spousal Lifetime Access Trust?
Couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies.
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Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.
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The Johnson Group joins Janney in Albany, New York
Expands presence in the region with the addition of two experienced Financial Advisors.
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5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
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11 Janney Financial Advisors Named Best-in-State Women Wealth Advisors by Forbes
Record number of Janney Financial Advisors receive the recognition