Adrienne Horen "Ask Adrienne"

My Strategies and Communications

Here at Janney Montgomery Scott LLC, we believe that informed clients make wise decisions. As your personal financial consultants, we strive to provide you with the most up-to-date and relevant communications that can help you to make these decisions. In order to best serve you conveniently, we have compiled these resources for your use. Please take a moment to browse through some of these materials and contact me if you would like information on a specific topic.

FOR SOROPTIMIST MEMBERS

Newsletters & Client Communications from me

CD Update
Women and Retirement Planning
Five Questions about Long Term Care
Saving for College
Variable Annuities
Handling Market Volatility
Trust Basics
Estate Planning Key Numbers
Death of a Family Member Checklist
Personal Document Locator
The Benefits of Tax- Advantaged Savings Vehicles
Rollovers
Reaching Retirement –Now What?
Roth IRA Conversions—Planning for New Opportunities
All about IRAs
Retirement Planning Key Numbers
DON’T BE “RETIRING” WHEN PLANNING FOR RETIREMENT
IRAs - The Rules Have Changed, But Not the Reasons to Invest

Other Janney Communications

Trade Confirmations, Monthly Statements and Tax Forms
Fixed Income Market Commentary
2010 Tax Brackets & Standard Deductions
Market Snapshot
Money Market Rates
Standard & Poor's Market News
Forms
Online Proxy Statement Signup
Fixed Income Commentary by Guy LeBas
Account Protection
Investment Perspectives - March 2010

The above links to recent newsletters and other client communications may be of interest. Some of these links are to .pdf files so you must have Adobe acrobat to view them. If you need Acrobat click here.