Conte and Wise Wealth Advisory Group of Janney Montgomery Scott LLC

09/01/2026

Fall is the season to boost retirement savings!

A Cash Balance plan allows self-employed and small business owners to contribute well beyond 401k limits and substantially reduce taxable income.

Learn more and contact us for an illustration: https://bit.ly/4x0uGDQ

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/3Sb5o7O

08/24/2026

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

Higher student loan rates can increase the long-term cost of college for students and families. New borrowing limits may also change how households plan for tuition.

08/21/2026

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

For many retirees, Medicare Part B is one of the most visible health care costs because the premium is often deducted directly from Social Security benefits. In 2026, the standard Part B monthly premium is $202.90, up from $185 in 2025. The annual Part B deductible is $283, up from $257. Part B gene...

08/21/2026

What do you want your legacy to accomplish?

A thoughtfully designed trust can help support future generations while encouraging personal responsibility. Read the full article: https://bit.ly/4ik8Ebk

08/20/2026

Can technology understand what matters most to you?

In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning: https://bit.ly/3SdX8DX

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4y7FPDZ

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/3S7bqWU

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/3SrhPMC