The Honan Group of Janney Montgomery Scott LLC

The Honan Group of Janney Montgomery Scott LLC With nearly four decades of experience in the financial services industry, the Honan Group has retai Our page and updates are intended for U.S.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. residents only. For information about how Janney may use the infor

mation you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, ...
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/4uBBlUx

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
05/26/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/3Q3ArBd

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Jan...
05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/4uhQ5rs

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/49Hmr6D

#529

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can...
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/3ORCE28

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/48SPt2O

Retirement planning doesn't have to be complicated. Janney’s Retirement Planning Quick Start is a simple checklist to he...
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/4suvy25

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/4bjaR1I

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/4kPhDRc

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