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Forbes Names Stedmark Partners a Top Wealth Management Team
Receives prestigious recognition for second consecutive year.
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Long-Term Care: Impact on Family Caregivers
While family caregiving can be a rewarding experience, the physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver—which is why long-term care planning is just as important for your family as it is for you.
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Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs. Which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
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Dawn Dupre named Janney’s 2023 Outstanding Woman Advisor
The award recognizes exceptional client service and leadership in the community.
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9 Considerations for 2023 Year-End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2023 also saw new tax laws as well as anticipated changes in 2024 and beyond. This article examines what you should be aware of as you prepare for year-end tax planning.
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Cash Balance Plans: An Overview
Take advantage of accelerated retirement savings and significant tax benefits by offering Cash Balance Plans.
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Tony Miller Named President of Janney Montgomery Scott
Tony joined Janney in 2002 and has held progressive leadership roles, including most recently as interim President.
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Janney Served as Senior Manager for a $9.520 Million General Obligation Bond Issue for West Shore School District
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Having a Long-Term Care Conversation with Aging Loved Ones
The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. That’s why it’s important to have a productive discussion with your senior parents about long-term care needs while they are still healthy.
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Plan Sponsors Get Reprieve From Roth Catch-Up Implementation
The IRS announced a two-year transitional period on the SECURE Act 2.0’s Roth catch-up contribution rule. If you’re a retirement plan sponsor, you now have until January 1, 2026, to prepare for implementation.
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Navigating Volatile Markets During Pre and Post Retirement
If you are nearing or in retirement, navigating market uncertainty can be concerning, especially when it comes to ensuring your assets last long after your working years are over. The good news is, there are strategies you can put in place now to help you stay on track for the long run.
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Look Out For These Top Tax Scams When Filing Your Taxes
Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.
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Janney Serves as Co-Manager in Mach Natural Resources LP’s $190 Million Initial Public Offering
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Selling Your Company to Your Employees
If you’re starting to think about selling your small business to enable retirement, you may want to consider an employee stock ownership plan.
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Charitable Lead Trust
This article provides an overview of Charitable Lead Trusts.
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Donor-Advised Funds
This article provides an overview of Donor-Advised Funds.
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What is an Exchange-Traded Fund?
This article provides an overview of Exchange-Traded Funds.
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Janney Advises Pfister Animal Hospital on its sale to Community Veterinary Partners
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Charitable Remainder Trusts
This article provides an overview of Charitable Remainder Trusts.
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Janney Served as Financial Advisor to Vitol Red River Holding LLC on the Sale of its ~50% Interests in Both Red River Crude Oil LLC and Texoma Crude Oil Pipeline LLC