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/4glrkpU
Livengood Strategic Wealth Advisors of Janney Montgomery Scott
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Livengood Strategic Wealth Advisors is a full service financial advisory team of Janney Montgomery S Our page and updates are intended for U.S.
Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. 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 advice. residents only. For information about how Janney may use the infor
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/4bPhDNQ
08/07/2026
Lunchtimes just got easier! Explore this delightful selection of quick recipes.
27 Quick Lunch Ideas You Can Make in 20 Minutes or Less These quick and easy lunches are ready in 20 minutes or less and don't require lengthy ingredients lists.
07/17/2026
Try these summer fruit recipes that are bursting with refreshing flavors and vibrant colors.
34 Summer Fruit Recipes Featuring Peaches, Berries, Melons, and Plums Make the most of the season's sweetest produce with these summer fruit recipes starring peaches, berries, melons, plums, cherries, and more. From fruit-packed pies and galettes to vibrant salads, cocktails, and savory mains, these recipes celebrate peak-season flavor.
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.
06/25/2026
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/4eHtcqZ
06/19/2026
Elevate your outdoor fun with these engaging outdoor games.
The 16 Very Best Outdoor Games Including croquet, co****le, and the Finnish version of pétanque.
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/49WZSet
06/10/2026
I'm honored to share that I've been named to the AdvisorHub’s 1,000 Advisor to Watch List for 2026. I share this honor with my team and congratulate them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.
For important information, including selection criteria and disclosures, visit www.janney.com/award-disclosures.
06/05/2026
Embrace the flavors of summer with these mouthwatering vegetable recipes.
The Best Vegetable Recipes for All That Fresh Summer Produce 'Tis the season for tomato pie! 🍅
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4140 Parklake Avenue, Ste 300
Raleigh, NC
27612