Mayer Wealth Advisory Group of Janney Montgomery Scott LLC

09/08/2026

A longer life can mean more possibilities—and more to consider. Thinking ahead can help you prepare for future needs while keeping your assets, family, and legacy in mind.

Read more about preparing for the financial realities of a longer life: https://bit.ly/4r2QEVh

09/07/2026

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

09/02/2026

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: www.mayerwealthadvisory.com

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/4d4bPQW

08/26/2026

On Women's Equality Day, we celebrate the many accomplishments of women while reaffirming our commitment to creating a future where all women have the opportunity to thrive.

08/25/2026

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/4gimIkl

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/4ghNdFn

08/14/2026

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...

08/13/2026

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/4fWaMEJ

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.