Jenkintown, Pennsylvania
Financial planning for Jenkintown families.
Jenkintown sits a few minutes from our Glenside office. We meet with families across the borough and the surrounding Abington Township area, most often about planning that involves more than one generation.
What we see locally
The questions we hear in Jenkintown.
Jenkintown is a small borough with a long memory. Much of the housing stock predates the war, families stay for decades, and it is common for two or three generations to live within a few miles of each other. That shapes the planning questions we hear there more than any particular income bracket does.
The most frequent is some version of coordination. A parent is aging and the family is weighing care options. A house has been in the family long enough that its cost basis matters. Money is intended to reach grandchildren, but nobody has said out loud how, or when, or whether it should pass through the middle generation at all. These are decisions that involve more than one household, and they tend to go badly when each household plans in isolation.
Inherited retirement accounts come up often enough to mention separately. The rules changed in recent years, and the ten-year distribution window that now applies to many non-spouse beneficiaries can create a tax outcome nobody anticipated when the account was originally named. It is worth reviewing beneficiary designations while the people who chose them are still able to explain their reasoning.
Why Jenkintown families make the drive
There is no RJ Greenwood office in Jenkintown. Our advisors work from Glenside, under ten minutes away, and from Quakertown. Most contact happens remotely; we meet in person when a decision is large enough to deserve a table and, in multi-generational situations, when more than one household should be in the room.
That last point is the main reason families here come to us rather than to the branch nearest them. Planning that spans generations works better when the same advisor has spoken to everyone involved and understands what each person is trying to protect.
Nearest office
Glenside — under 10 minutes away
633 North Easton Road
Glenside, PA 19038
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How we help
Wherever you are in the journey.
Let’s talk about Jenkintown.
A complimentary first conversation with Kevin or Mitch. No pitch, no obligation.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.