News and Commentary
Articles for Business Owners
Business Owner Retirement Plan Checklist
Is your company retirement plan doing its job? As a business owner or entrepreneur, you may not always know where to begin to answer that question.To help you answer, we created a handy little checklist: 8 questions we believe business owners should be able to answer about their retirement plan.Still unsure? Click the "Contact Us" and fill out the requested information. We will be happy to schedule a call!
Retirement Plans for Small Businesses
If you own a small business and you haven't set up a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save on taxes while saving for the future.
Benefit Plans for Small Businesses
If you own a small business, you may be finding it increasingly necessary to implement a benefit program to attract and retain employees. For small businesses, benefit plans generally consist of some of the major insurance benefits, discussed here, as well as employer-sponsored retirement plans.
Resources for Professionals
Medical Professionals: A Prescription for Your Financial Health
The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must continually educate yourself about new research in your chosen specialty, stay current on the latest technology that is transforming health care, and pay attention to business considerations, including ever-changing state and federal insurance regulations.
Changing Jobs? Know Your 401(k) Options
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.
Financial Survival After a Job Loss
You may have lost your job already, or it's something you're concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 02, 2026
A New Era for Women and Wealth
Planning for retirement is personal, and for women, there can be unique considerations along the way.
From longevity and caregiving to evolving financial priorities, this article highlights several factors worth considering as you plan for the future.
#RetirementPlanning #FinancialPlanning #WomenandWealth #JanneyInsights
October 27, 2026
How to Start a Family Conversation About Estate Planning
Most of us have some idea of the legacy we want to leave, both financially and on a deeper level. While a family conversation about your estate plan may be uncomfortable, talking openly about your wishes can help reduce uncertainty, prepare loved ones for future responsibilities, and provide an opportunity to share the values you hope to carry forward. Here’s how to begin the conversation.
October 22, 2026
The Importance of “What if” Planning
A financial plan can often help us feel less stressed and more confident, and those are good things. However, it's important that the plan hold up when the unexpected happens.
This is why it's important to plan for the "what ifs". If you're prepared before something happens - illness, long-term care needs, early retirement, etc. - it's one less thing to think about when your world is upside down.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
