July 10, 2026
Enhance Your Legacy Through Annuity Maximization
Planning for the legacy you want to leave may involve more than simply naming beneficiaries. Explore how annuity maximization may fit into your broader wealth transfer goals.
July 02, 2026
Concentrated Stock Positions: Planning Strategies to Help Manage Risk
Maybe you inherited a large number of shares in a single company from a grandparent. Or maybe your employer just went public, and you got a bunch of shares that make up a significant percentage of your portfolio.
A large, highly concentrated stock position has the potential for significant appreciation when the company is doing well, but it also introduces an outsize amount of risk into your portfolio. It's important to manage that risk appropriately; this article details a few ways to do just that.
June 30, 2026
Investing in and Funding Your Retirement With Janney Annuity Solutions
Annuities, like many other insurance products, tend to get a bad rap. Some of the negative press may be justified, and they certainly aren't the best tool for every situation.
But they're just that, a tool, and if used correctly they can be a very effective vehicle for helping individuals work toward their long-term financial goals. This article helps you learn more about the different types of annuities, and where they may fit into a broader financial plan.
June 26, 2026
What to Do With Leftover 529 Plan Funds
What do you do if your child finishes school and you realize you saved too much? It may sound like a good problem to have, but it can be a stressful and confusing thing to navigate if you aren't prepared.
The good news is that you have options. This article explores some of those.
June 26, 2026
Broughton Eason Financial Partners had a great time with a couple clients at the Raleigh Kiwanis Golf Classic yesterday. Average golf, above average company, and a great cause to support children in the Raleigh area.
June 22, 2026
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
June 18, 2026
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
June 18, 2026
Building Better Password Habits
Cybercrime and online fraud are some of the biggest financial risks we face in today's world. With more and more of our financial lives being managed online, managing passwords properly will only become more important. Check out this article to see what you can do to improve your online security.
June 16, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is one of the most important - and most daunting - decisions most retirees will face. Navigating all the complexities can feel like playing Minesweeper blindfolded.
This article breaks down some of the most important considerations to help you approach your Medicare decision with confidence.
June 02, 2026
Are You Using Credit Cards to Your Advantage? A Smarter Approach to Credit Card Use
Credit cards can be a great tool if you can use them responsibly. The points and rewards programs can open doors for travel and experiences you never thought possible.
They can also make it way too easy to spend money you don't have and dig yourself into a financial hole if you aren't careful. This article contains some things to keep in mind.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
June 01, 2026
Planning for Retirement: What You Should Be Doing Now
For many people, retirement planning is nothing more than reaching their "number": the often-arbitrary dollar amount they think will make them feel secure in retirement.
The reality is often more complex. Every situation is different, and everyone has different goals and expectations for what retirement looks like.
This article gives considerations everyone can use to start their retirement plan, no matter what "ideal retirement" means to you.
May 21, 2026
A Smarter Legacy: How Life Insurance Strengthens Your Estate Plan
People often avoid talking about life insurance. It's not a fun topic; it makes us confront our own mortality and think about what we'll leave behind.
While it isn't the most fun thing to consider, it is extremely important. Life insurance is a way to limit your family's stress and worry at a time where they will already have plenty of both. It can make sure they are provided for financially when they no longer have your income, and it can provide a legacy for kids, grandkids, and beyond.
May 19, 2026
Choosing the Right Trust for Your Needs
Have you heard people talking about trusts and just nodded along without really understanding? Are you just starting to think about estate planning but feel overwhelmed?
This article can help you understand some of your options.
May 19, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 15, 2026
Consider a backdoor Roth if you earn too much to contribute to a Roth IRA
For a while now, "backdoor Roth" has been a huge buzzword among people who are thinking about investing for retirement. For many who are close to or over the income limit for contributing directly to a Roth IRA, a backdoor Roth contribution has the potential to be a good option.
However, it isn't the best idea for everyone. This article lays out some important considerations if you're thinking about a backdoor Roth conversion this year. Make sure you are taking everything into account.
May 14, 2026
How to Pay for College in 2026: 7 Smart Strategies for Families
College costs continue to rise, making a thoughtful funding strategy more important than ever. From scholarships and savings to loans and payment options, this article breaks down several ways families can approach paying for higher education while keeping long-term financial goals in mind.
May 13, 2026
Getting married is an exciting time, but it can be stressful. It changes everything from your morning routine to how you decide what to have for dinner. It also dramatically affects how you approach your finances.
Every couple manages their financial lives differently. No matter how you decide to handle things in your marriage, this checklist will give you a baseline to make sure you get a strong start.
