May Wealth Management of Janney Montgomery Scott LLC

05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4tXykNn

05/14/2026

Saving for college is an important step. Understanding how to use those funds is equally important.

This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/439GAi4

#529

04/30/2026

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/4w2HZEw

04/16/2026

Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.

Click here to learn more: https://bit.ly/4sBrT1C

03/26/2026

Retirement planning doesn't have to be complicated. Janney’s Retirement Planning Quick Start is a simple checklist to help you understand where you stand and identify next steps that may strengthen your strategy.

Explore the full checklist here: https://bit.ly/4sDiBTI

03/23/2026

Is your business prepared for state-mandated retirement plan requirements?

Many states now require employers without a retirement plan to enroll employees in a state program or offer a private option like a 401(k). If your state has a mandate, it may be time to review your options and ensure you’re staying compliant.

03/12/2026

Families have a new option to consider when saving for a child’s future. Trump Accounts are expected to become available this year, with specific rules and tax considerations.

Swipe to learn more or visit: https://bit.ly/4btR4wO

03/05/2026

The best plans start with a complete view. My Net Worth helps bring your finances together—so our conversations can focus on what matters most to you. Let’s .

02/20/2026

Tax season is here—and so are scams. Swipe to review common IRS scam red flags and ways to safeguard your personal information.

For more tips, check out the full article here: https://bit.ly/4aJ6SLw

02/19/2026