Brownstone Wealth Management of Janney Montgomery Scott LLC

01/22/2026

Ready to start investing but not sure where to begin? Learn three smart steps to help you build confidence and create a plan that fits your life: https://bit.ly/4r7j8w3

01/15/2026

Want a clearer roadmap for the year ahead? This month-by-month financial planning calendar helps you stay organized with taxes, retirement planning, Medicare decisions, and year-end strategies throughout 2026.

Click the link to view the full 2026 planning calendar and start mapping out your year.

Financial planning works best when it is ongoing, not one-and-done. The Plan for More™ 2026 Financial Planning Calendar is a month-by-month guide designed to help you stay organized and make confident decisions throughout the year. Inside, you will find timely prompts and planning reminders for ma...

12/23/2025

Planning ahead today can help spare your loved ones from difficult decisions tomorrow. Learn how to manage end-of-life costs, express your wishes, and protect your legacy: https://bit.ly/4b1MxCS

12/11/2025

Did you know the order of your retirement withdrawals can affect your taxes and portfolio longevity?

A tax-aware distribution strategy can help you smooth income, avoid higher brackets, and preserve wealth. Learn how to optimize your approach: https://bit.ly/4oKbCWd

11/26/2025

Want to keep more of what you earn?

A tax-aware portfolio may help you grow your wealth more efficiently. Learn how to build one with intention and strategy: https://bit.ly/3MnZ35m

11/13/2025

Giving back feels good—and with the right strategy, it can be smart too.

Explore how updates under the One Big Beautiful Bill Act may influence your charitable plans and your tax outlook: https://bit.ly/4p88jZC

10/30/2025

Think you’d recognize a scam? With AI, it’s not that simple.

Learn how to spot the signs and protect your finances from high-tech fraud. Read the full article today: https://bit.ly/3WshQhV

10/16/2025

Aretha Franklin left behind an $80 million estate, and no clear will.

The result was years of legal uncertainty for her family. Don’t let your legacy be a question mark.

Read the article now to take the first step toward protecting your legacy: https://bit.ly/47u1b3G

09/18/2025

A strong financial legacy starts with proactive protection. Incorporating life and long-term care insurance into your plan can help preserve your wealth and provide security for your loved ones.

Learn how to protect your legacy today: https://bit.ly/47P39w9

09/04/2025

Still holding physical stock certificates? These assets require careful management to ensure they’re easily transferred and preserved for future generations.

Learn why securing and digitizing them is a smart move for your estate plan: https://bit.ly/3V0uLHe

08/21/2025

What if you could view all your finances in one simple snapshot?

With My Net Worth, easily combine your accounts to plan smarter and move forward with confidence. Discover the potential of your financial life, today!

08/07/2025

As your financial life evolves, consolidation can help you stay in control. Learn how combining accounts may improve planning, reduce duplication, and support your long-term financial success.

Read more here: https://bit.ly/458qDL5