Broughton Eason Financial Partners

10/26/2026

This one is near and dear to me. Since 2012, all 50 states have recognized 10/26 as the National Day of the Deployed. This day honors and recognizes the sacrifices made by servicemen and servicewomen who are deployed, as well as their families back home.

If you know someone who is deployed, check in on them. There are lots of organizations that send care packages, letters, and other aid to servicemembers overseas - I can tell you from experience that your generosity will be appreciated.

That said, don't forget to check in on the families still at home. They have to carry on with normal life with less help and while worrying about their loved ones' safety.

10/23/2026

It's finally feeling like fall out there! And what better way to celebrate fall than by stopping by the pumpkin patch? Well, I guess some hot apple c***r wouldn't hurt.

If you're in Raleigh and looking for some good pumpkins or mums to decorate your house for fall, Shepherd's Way Farms near North Hills is the place to go! And in a few months, they're a great Christmas tree stop as well.

(No affiliation - just genuinely great people with genuinely great products)

10/22/2026

A financial plan can often help us feel less stressed and more confident, and those are good things. However, it's important that the plan hold up when the unexpected happens.

This is why it's important to plan for the "what ifs". If you're prepared before something happens - illness, long-term care needs, early retirement, etc. - it's one less thing to think about when your world is upside down.

You can’t predict every turn life may take, but you can consider how certain events could affect your finances, your family, and the goals that matter to you. Thinking through these “what ifs” in advance can help you identify potential gaps and make more informed decisions before circumstances...

10/21/2026

Are you getting close to retirement? Like, so close you can taste it? Or is it still a ways off but you find yourself daydreaming about spending it relaxing at the beach or finally improving your golf game?

No matter how close you are to retirement, these questions are important to consider before you do. Have questions, or want to make sure you're ready? Send me a message and we'll schedule a visit.

A target retirement date should reflect more than your age or years of service. Consider whether your savings can support the retirement you envision, whether important benefits or compensation are tied to a particular date, and how leaving work may affect your health coverage, pension, Social Secur...

10/16/2026

Embrace the flavors of the season with this homemade apple c***r recipe, perfect for fall gatherings.

This apple c***r recipe is simple to make at home by slow-cooking apples, sugar, cinnamon, and allspice on the stovetop until soft, then straining.

10/15/2026

We've recently added a new tool to our arsenal at Janney: Tax Overlay! Tax savings are a big consideration for many investors, and this allows us to streamline the process of helping clients manage their tax bill.

It's especially helpful if you are trying to diversify out of a concentrated stock position, which can happen frequently with an inheritance or an employer stock grant. We're happy to talk about how Tax Overlay could benefit you!

At the same time, holding a significant portion of your wealth in a single investment can create added portfolio risk. Selling all at once may also result in a substantial tax impact. Tax Overlay may help address these competing considerations by supporting a gradual, tax-aware transition toward a m...

10/14/2026

Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved.

Explore key considerations, including important timelines, qualifying properties, and potential tax implications: https://bit.ly/3Wr8plO

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4hXGwcp

10/13/2026

In an article published in Kiplinger, Janney's Head of Wealth Planning shares four strategies to consider when planning your year-end charitable giving.

From direct giving and donor-advised funds to charitable trusts and foundations, the article explores ways to maximize the impact of your giving while making the most of available tax benefits.

Read the full article to learn more:

If you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.

10/12/2026

Traditionally, an inheritance is something loved ones receive after someone passes away. But increasingly, individuals and families are considering another approach: sharing some of their wealth during their lifetime.

In the right circumstances this practice can be very helpful to the people receiving the gift. However, it can require some specialized planning to make sure everything is done properly.

The idea of leaving an inheritance is deeply personal. It may represent years of hard work, careful saving, family sacrifice, or the desire to give children and grandchildren opportunities that previous generations did not have.