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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
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February Investment Perspectives
In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.
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Four Janney Financial Advisors Recognized by Financial Planning as Top 40 Brokers Under 40
Annual list recognizes efforts of the industry’s elite young talent.
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Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
While the tax advantages of a Roth IRA can be very enticing, it has income limits that may exclude you from being eligible to contribute to this type of retirement savings account. But have you considered a Backdoor Roth?
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Kenneth Feiertag Named Janney’s Financial Advisor of the Year
The annual award recognizes unsurpassed client service and leadership in the office and community.
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Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
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Important Planning Considerations: Insurance & Long-Term Care
While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?
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Janney Advises Monitorforhire on its sale to BioBridges
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Janney Advises Cornerstone Financial Corporation on its Sale to Princeton Bancorp, Inc.
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Long-Term Capital Market Assumptions 2024
This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.
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Janney’s Capital Markets Group Continues Growth with Strategic Senior Hires in Key Verticals
Four Experienced Managing Directors join in Q4 2023.
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January Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
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Janney Advises First Financial Northwest, Inc. on its sale to Global Federal Credit Union
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Forbes Recognizes 60 Janney Teams as Best-in-State Wealth Management Teams
A record number of Janney teams recognized.
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Janney Closes Acquisition of Middle Market Investment Bank TM Capital
Deal Expands Capital Markets Group’s Experience Across Key Verticals