Rick Kearney of Janney Montgomery Scott LLC

09/08/2026

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...

09/03/2026

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/4hber11

08/20/2026

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/3SKbGLJ

08/12/2026

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.

07/27/2026

Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://bit.ly/3TWUPW5

07/20/2026

Exceptional wealth deserves more than a one-size-fits-all approach. with thoughtful planning tailored to your goals, priorities, and long-term vision. Reach out if you’d like to discuss how your financial strategy can support what’s next: https://bit.ly/4wPDdJU

07/13/2026

Summer entertaining made easy! From watermelon salads to zesty ceviche, these no-fuss dishes are a perfect blend of taste and convenience.

Make meal planning easy by cooking one of these one-pot meals for dinner tonight. From pasta to casserole, this collection has something for everyone.

07/09/2026

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow.

Read more about simple ways to improve your online security.

Passwords remain one of the most common ways scammers gain access to accounts. One of the biggest risks is password reuse: when the same password is used across multiple websites, one compromised account can put others at risk.

07/06/2026

In an article published in Kiplinger, our Head of Wealth Planning shares five tax-saving strategies that can help you keep more of what you've earned.

From planning around required minimum distributions to evaluating Roth conversion opportunities, the article highlights practical ways to improve tax efficiency, preserve wealth, and strengthen your long-term financial legacy.

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

07/02/2026

Planning for the legacy you want to leave may involve more than simply naming beneficiaries. Explore how annuity maximization may fit into your broader wealth transfer goals: https://bit.ly/4vdLDKf