November 28, 2023
Having a Long-Term Care Conversation with Aging Loved Ones
The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. Read more for some tips on how to start the conversation with your parents and how to prepare for the costs.
November 21, 2023
Stocks Supported by Lower Inflation, Profit Growth, and Seasonal Pattern
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 16, 2023
Roth Conversions: A Holiday Gift That Keeps Giving
As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you.
November 14, 2023
Make Long-Term Care a Part of Your Financial Plan
November is Long-Term Care Awareness Month. Read more about its importance and how you can make long-term care part of your financial plan.
November 09, 2023
Importance of Productivity
Our Investment Strategy Group discusses why productivity is critical for economic growth, including its impact on major sectors of the economy and the resulting investment implications.
November 07, 2023
Interest Rates in Turmoil
Our Investment Strategy Group reviews the state of the fixed income market, the impact of rising interest rates and yields, and what long-term investors need to consider.
November 02, 2023
Navigating your Medicare Options
Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 18, 2023
The Janney Bethlehem office is thanking our local clients who came out in the rain to shred their documents and donate to Second Harvest Food Bank of the Lehigh Valley and Northeast PA. In all, 362 pounds of food were donated!
October 17, 2023
Can You Benefit From a Qualified Personal Residence Trust?
A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more:
October 10, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
October 03, 2023
A Holding Pattern
Our Investment Strategy Group discusses the Federal Reserve's decision to leave interest rates unchanged and what it means for investors.
September 26, 2023
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.
September 21, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
September 19, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more:
