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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
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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