Janney Montgomery Scott LLC
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Janney Montgomery Scott LLC stands as a premier full-service financial organization, prioritizing client needs above all else. With a steadfast commitment to excellence, they offer top-tier financial and investment advice, tailored to individual and business objectives. At the core of their philosophy lies a belief in people, emphasizing relationships, respect, and accessibility as the..
Janney Montgomery Scott LLC
3w ago
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider ..read more
Janney Montgomery Scott LLC
3w ago
Saving for retirement is getting easier in 2024 thanks to SECURE 2.0. Here, we outline highlights of the bill that previously took effect and an array of new benefits you should know about moving forward ..read more
Janney Montgomery Scott LLC
3w ago
Employer stock has long been a popular way for employees, not just executives, to accumulate wealth. This article explores different ways to navigate employer stock when considering your overall financial picture ..read more
Janney Montgomery Scott LLC
1M ago
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks. This article can help you get started ..read more
Janney Montgomery Scott LLC
2M ago
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 ..read more
Janney Montgomery Scott LLC
2M ago
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage ..read more
Janney Montgomery Scott LLC
2M ago
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 ..read more
Janney Montgomery Scott LLC
2M ago
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 ..read more
Janney Montgomery Scott LLC
2M ago
Establishing an end-of-life health care plan can protect the value of your legacy ..read more
Janney Montgomery Scott LLC
2M ago
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate ..read more