Harlon Neal of Janney Montgomery Scott LLC

09/07/2026

The moments that matter most deserve thoughtful planning. with a strategy designed to support your family, your priorities, and your future. Contact me to discuss how thoughtful planning can help support the people and goals that matter most to you: https://bit.ly/3UtFH37

09/07/2026

A financial legacy is about more than what you leave behind.

Thoughtful planning can help align your assets with your goals, priorities, and the people and causes that matter most to you. Click the link to explore key considerations for protecting your financial legacy.

Have you thought about the financial legacy you plan to leave for your spouse, children, and/or grandchildren? Do you hope to provide a significant bequest to a favorite charity? Have those assets ever decreased quickly due to external factors? For example, a sudden market downturn, unexpected finan...

09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

08/27/2026

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update: https://bit.ly/4zOCjQv

08/27/2026

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/4caTPUP

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/4xoeL31

08/24/2026

Everything you need to starts with a strategy that brings your goals, priorities, and opportunities into focus. Reach out if you’d like to talk about building a strategy aligned with what matters most to you: https://bit.ly/4gbkIdG

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/4znEqub

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/4qjj1hJ

08/13/2026

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...