December 05, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
December 03, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
November 29, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 26, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
November 22, 2024
The Janney Bethlehem Office was thrilled to offer shredding services to our local clients and in partnering with Second Harvest Food Bank of the Lehigh Valley, we collected 10 boxes of food donations for a total of 326lbs!!
November 05, 2024
Retirement Planning for Women
Financial planning is a powerful tool for women to secure their future and address their unique financial needs. Check out this article for useful strategies to help women take control of their finances and plan for retirement with confidence. Read more.
October 31, 2024
Which Programs Should You Consider To Cover Health Care Costs?
As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.
October 29, 2024
Restructuring Your Assets to Qualify for Medicaid
Did you know Medicaid can help you cover long-term care and home healthcare costs? While eligibility can be very complex, with some thoughtful estate planning, you may be able to qualify for this valuable benefit. Read more.
October 17, 2024
Using Life Insurance as a Retirement Planning Tool
If you've already maximized your traditional retirement contributions and are looking for additional ways to save, cash-value life insurance can provide financial security and a tax-deferred opportunity to grow your savings.
Read more to see if this strategy could be a good fit for you
October 15, 2024
The Impact of Gold From a Diversification Standpoint
Our Investment Strategy Group explores how gold can enhance portfolio diversification and serve as an uncorrelated hedge against other asset classes. Read more.
October 10, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
October 08, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
October 03, 2024
Estate Planning
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
https://tinyurl.com/46sjzkup
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
October 01, 2024
Life Insurance: It's Not Just for Income Replacement
At its core, life insurance protects your family against several potential worst-case scenarios. However, here are some alternate considerations to leverage the benefits of life insurance for individuals and families, especially those with significant wealth.
September 26, 2024
The 7 smartest ways to pay for college
Are you looking to save for your children’s college education but unsure where to start? Here are seven strategies you can consider to help pay for college.
September 24, 2024
Determine How Life Insurance Fits in Your Financial Plan
Do you have more questions than answers about life insurance? If so, use this checklist to determine what is right for you and which solutions best suit your needs.
September 19, 2024
Estate Planning
Did you know? If current legislation sunsets, even an extremely conservative rate of return can potentially push your total estate value over the projected exemption amounts.
Click here to learn more about the importance of estate planning:
https://tinyurl.com/46sjzkup
