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/4gmG2wR
May Wealth Management of Janney Montgomery Scott LLC
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Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. residents only.
Jeramy May, Ryan Bates and Kimberly Nelson strive to provide excellent service as we guide clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advi
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/3UceSA4
07/09/2026
July is a natural time to pause, reflect, and refocus.
A mid-year financial check-in can be an opportunity to assess your progress, revisit your priorities, and make thoughtful adjustments for the months ahead.
06/30/2026
Your financial life moves with you, and your technology should too.
The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.
Watch the short video and visit our website to see what’s new: https://bit.ly/3Rb7yUb
06/25/2026
Your financial life moves with you, and your technology should too.
The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.
Watch the short video and visit our website to see what’s new: https://bit.ly/4vqJGL7
06/11/2026
Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key considerations for building an income strategy that aligns with your long-term goals.
Read more: https://bit.ly/4xoHwx6
05/28/2026
Recent updates are reshaping how families can use and benefit from 529 plans.
With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4tXykNn
Saving for college is an important step. Understanding how to use those funds is equally important.
This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/439GAi4
#529
04/30/2026
When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/4w2HZEw
Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.
Click here to learn more: https://bit.ly/4sBrT1C
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1070 Yard Street, Suite 110
Columbus, OH
43212
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |