May 18, 2023

Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 16, 2023

Last Chance to register for UNDERSTANDING LONG-TERM CARE! Friday May 19th from 11:30 to 1:00 at Lehigh Country Club. 2319 S Cedar Crest Blvd, Allentown PA 18103.
You have worked hard to build a nest egg as you head into retirement. Learn how to protect that nest egg against one of the largest retirement risks you are likely to face - health care and long-term care expenditures.
To register call Margie Nelcoski at 610-674-6990 or email Margie at mnelcoski@janney.com
May 09, 2023

Register Now for UNDERSTANDING LONG-TERM CARE! Friday May 19th from 11:30 to 1:00 at Lehigh Country Club. 2319 S Cedar Crest Blvd, Allentown PA 18103.
You have worked hard to build a nest egg as you head into retirement. Learn how to protect that nest egg against one of the largest retirement risks you are likely to face - health care and long-term care expenditures.
To register call Margie Nelcoski at 610-674-6990 or email Margie at mnelcoski@janney.com
May 03, 2023

Register Now for UNDERSTANDING LONG-TERM CARE! Friday May 19th from 11:30 to 1:00 at Lehigh Country Club. 2319 S Cedar Crest Blvd, Allentown PA 18103.
You have worked hard to build a nest egg as you head into retirement. Learn how to protect that nest egg against one of the largest retirement risks you are likely to face - health care and long-term care expenditures.
To register call Margie Nelcoski at 610-674-6990 or email Margie at mnelcoski@janney.com
May 01, 2023

FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 14, 2023

Save the Date! Healthcare Costs in Retirement. April 18th from 5:30 - 7:00 PM at the Janney office at 1390 Ridgeview Drive, Allentown PA 18104. Attend a seminar and learn about how healthcare costs can impact your retirement, what Medicare covers, what planning options you can use, and how to get a personalized estimate of your retirement healthcare costs.
April 11, 2023

LAST CHANCE TO REGISTER! Healthcare Costs in Retirement. April 18 from 5:30 - 7:00 PM at the Janney office at 1390 Ridgeview Drive, Allentown PA 18104. Attend the seminar and learn how healthcare costs can impact your retirement, what Medicare covers, what planning options you can use, and how to get a personalized estimate of your retirement healthcare costs.
To register, call Marjory Nelcoski at 610-674-6990 or email Marjory at mnelcoski@janney.com.
April 04, 2023

Register Now! Healthcare Costs in Retirement. April 18 from 5:30 - 7:00 PM at the Janney office at 1390 Ridgeview Drive, Allentown PA 18104. Attend the seminar and learn how healthcare costs can impact your retirement, what Medicare covers, what planning options you can use, and how to get a personalized estimate of your retirement healthcare costs.
To register, call Marjory Nelcoski at 610-674-6990, or email mnelcoski@janney.com
April 03, 2023

Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
April 03, 2023

The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
March 21, 2023

Save the Date! Healthcare Costs in Retirement. April 18 from 5:30 - 7:00 PM at the Janney office at 1390 Ridgeview Drive, Allentown PA 18104. Attend the seminar and learn how healthcare costs can impact your retirement, what Medicare covers, what planning options you can use, and how to get a personalized estimate of your retirement healthcare costs.
March 14, 2023

5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 07, 2023

What You Need to Know about the Secure Act 2.0
The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.
February 01, 2023

What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 21, 2023

New Secure 2.0 Law Makes 529 Plans Far More Attractive
Janney’s Senior Tax and Estate Planner spoke with Barron’s about how the Secure 2.0 Act could make it easier to preserve the tax-advantaged status of unused funds in 529 plans. Learn more.
January 18, 2023

Don’t Overlook This Hidden Retirement Risk
What is sequence of return risk and how can you protect your retirement income from the impact? This article explores some solutions you may consider as part of your overall financial plan.