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Planning for retirement is personal, and for women, there can be unique considerations along the way. From longevity and...
11/12/2026

Planning for retirement is personal, and for women, there can be unique considerations along the way.

From longevity and caregiving to evolving financial priorities, this article highlights several factors worth considering as you plan for the future.

A new era for women and wealth is taking shape. Through careers, entrepreneurship, and the transfer of wealth between generations and spouses, women are managing a growing share of financial assets and making important decisions about how those resources can support their lives, families, and long-t...

Are you ready for retirement? Beyond choosing a retirement date, it's important to consider how your finances, health ca...
11/12/2026

Are you ready for retirement? Beyond choosing a retirement date, it's important to consider how your finances, health care needs, and personal goals will come together to support your next chapter.

Read the article for 10 important questions to consider before retiring: https://bit.ly/3XlRj9s

On Veterans Day, we salute the brave heroes who have served to protect our freedoms. Thank you for your sacrifice and de...
11/11/2026

On Veterans Day, we salute the brave heroes who have served to protect our freedoms. Thank you for your sacrifice and dedication.

Looking for a more flexible approach to charitable giving? Donor-advised funds can help align your philanthropic goals w...
11/10/2026

Looking for a more flexible approach to charitable giving? Donor-advised funds can help align your philanthropic goals with your broader financial planning strategy. Read the article to learn more about how donor-advised funds work and their potential benefits.

When you contribute to a DAF, you receive an immediate tax deduction in the year the gift is made. At the same time, you retain the ability to recommend grants to charities over time—whether immediately or years later. This flexibility can be especially valuable when financial decisions and charit...

Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for ...
11/04/2026

Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.

Developing a thoughtful estate plan can be challenging. There are documents to complete, important decisions to make, beneficiaries to designate, accounts to title appropriately, and trusts that may need to be funded. Even once those pieces are in place, one important step may remain: talking with y...

Don't forget to set your clocks back as Daylight Saving Time ends tonight.
11/01/2026

Don't forget to set your clocks back as Daylight Saving Time ends tonight.

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!
10/31/2026

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!

Sarah may be dressed like a taco this Halloween, but we're serious about helping you with your financial needs! Whether ...
10/30/2026

Sarah may be dressed like a taco this Halloween, but we're serious about helping you with your financial needs! Whether you're looking to spice up your retirement strategy, beef up your investments, or wrap up a solid plan, let's taco 🌮 'bout it!

Give us a call at 740-373-7333
346 Third Street | Marietta, OH

For important information about Janney and your best interests, see www.janney.com/crs.

What trends are shaping the retirement plan experience?In our latest PlanWise webinar, Jim Dowling, Vice President at Fi...
10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

Webex by Cisco is an AI-powered secure enterprise collaboration platform.

If you watched the events of September 11, 2001, on television, you can probably remember exactly where you were when yo...
09/11/2026

If you watched the events of September 11, 2001, on television, you can probably remember exactly where you were when you heard the news. You can probably remember what you thought and what you felt. And you can probably explain to anyone why that day matters and what it means to you.

But what about those who didn’t watch? As strange as it may sound, there are millions of Americans who have no memory of that awful day. Maybe they were too young. Maybe they weren’t born yet.

What does September 11 mean to them?

Recently, a colleague of mine shared an essay that his young adult daughter had written about September 11. She is one of the many who do not remember a “before.” She has only known an “after.” So, her perspective is different from mine, and from all those who are older. But a different perspective is a valuable thing, because it helps us better appreciate things we may have come to take for granted.

I was very moved by her words. So, to honor all those who suffered or sacrificed on that day, I’d like to share them with you. I think it’s a wonderful message about why remembering September 11 gives us a greater appreciation, and deeper understanding, of what truly matters.

The first time I remember hearing the word 9/11, I was six years old. It was the ten-year anniversary of the event that changed the US forever. It wasn’t until a few years later that I really understood what 9/11 was. A lot of the time, there were two words attached to 9/11 that adults in my life used. The “Before” and the “After.”

I grew up not knowing the “before” they were talking about, because this was just the way things were. But growing up in the “after” means there are a few words I’ve come to understand better as I’ve learned more about 9/11.

First, is the word Sacrifice. Sacrifice is not born from obligation; it comes from men and women who see a need and choose to fill it, even at the cost of their own lives. In the tragedy of 9/11, we saw heroes step forward. Hundreds of firefighters, police officers, and paramedics, to be exact. They all made the choice to go into the buildings to save any lives they could. Sacrifice changes the world in ways that we might not see, but I will be forever grateful to people I’ve never had the pleasure of meeting for what they did.

There’s a quote by the author David Levithan about sacrifice and our connection to it: “What separates us from the animals, what separates us from the chaos, is our ability to mourn people we’ve never met.”

Second, is the word Freedom. In the words of Franklin D Roosevelt, “In the truest sense, freedom cannot be bestowed; it must be achieved.”
That Freedom was achieved for the first time in 1783, but it has been fought for again and again by America and it will continue to be fought for. In the wake of the September 11th attacks, the mayor of New York City at the time of the attacks said this:

“The attacks of September 11th were intended to break our spirit. Instead, we have emerged stronger and more unified. We feel renewed devotion to the principles of political, economic and religious freedom, the rule of law and respect for human life. We are more determined than ever to live our lives in freedom.”

Third, is Hope. I absolutely adore words, so I went and looked at all the versions of Hope in several languages and dictionaries, and I think I’ve come up with my own definition. Hope is not an abandoned dream we outgrew; it is not a broken system and ignorance combined, it is not naïve, stupid, nor simple.

Hope is not easy.

Hope is the ability to get back up again, hold onto something impossible, and face odds beyond reason still standing tall.

Throughout American history, Hope has always prevailed. At the beginning, the odds of gaining Freedom from Britain were not in our favor. Winning the Revolutionary War was almost laughable. Surviving as a country for 250 years with the same constitution it was founded on was unheard of. Recovering from terrorist attacks, world wars and tragedies beyond number should not be possible.

Hope is the foundation of America, and it will continue to be a foundation we build on. Because so long as we Hope, no matter the next tragedy we face, we will not only survive but become stronger.

Between Sacrifice, Freedom, and Hope, our country will continue to get back up in the face of tragedy. United we stand, forever indivisible with Liberty and Justice for all.

I hope you have a safe and peaceful National Day of Service and Remembrance (yes, that is the full name because words are important). Thank you to all of the men and women who Sacrificed for us to observe it today.

I hope you have a safe and peaceful day, too. May we never forget.

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346 Third Street
Marietta, OH
45750

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