Tips for Leveraging 529 Education Savings Plans
With the costs of college rising as much as 5% per year, the time to start saving and planning for a child’s education is now. If you’re a parent or grandparent, a 529 plan can be a great saving’s vehicle that also offers tax advantages. Read this article for some of a 529 plan’s key benefits.
Data Security at Janney
Protecting the privacy and security of your financial and personal information is a top priority at Janney. It’s part of our mission “to be the highest standard in financial relationships.” We’ve based our comprehensive information security and privacy program on industry and international business best practices. Read this article to learn more.
Bits and Bytes in Your Estate Plan
While technology has brought upon us a variety of conveniences and efficiencies, have you thought about how it could affect your financial legacy and beneficiaries? This new education article by Janney Vice President & Senior Estate Planner Mike Repak, explores the importance of having a comprehensive estate plan that considers your digital assets.
Investment Principles That Endure Through Any Market Condition
Investors are often bombarded by all sorts of information that can affect their decisions. That’s why it’s important to take a breath before acting on an attention-grabbing number or headline. Rather than giving in to your gut, pausing to remember the investment practices outlined in this article could save you over the long term.
What can investors expect in the New Year? While there are always variables of concern for investors, the good news is the economy seems well fortified to overcome current challenges, such as the lingering pandemic. Janney’s Chief Investment Strategist and Chief Fixed Income Strategist detail their thoughts in this in-debt special report.
Identity Theft and Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
The Washington Update
2021 has been a record year for political and legislative turbulence, and, as an investor, it can be difficult to navigate the changing landscape of the nation's capital. Join our exclusive webinar for a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning from political and financial correspondent, Jeff Bush.
Important Planning Considerations: Insurance & Long-term Care
While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan? Read this article to better prepare for uncertainty.
Navigating Your Medicare Options
While outlasting your assets is a matter of disciplined saving and investing combined with the power of time, protecting your savings from health care costs requires you to make some careful choices based on a thorough understanding of Medicare—in particular, what it does and doesn’t cover. Read this article to learn more.
Four Key Strategies for a Fulfilling Retirement
Don’t stress about retirement – look forward to it. Some careful planning now can help ensure you’re prepared, protected, and able to live out a fulfilling retirement. Join us on October 20th at 12pm for a virtual seminar providing key tips and insights on understanding your Social Security eligibility, managing health care expenses, smart strategies for effective estate planning and charitable giving, and more.
The Three A’s of Retirement Income
You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs. As retirement draws nearer, however, it is important to expand your focus beyond accumulating assets, to start planning how you will generate annual income from those assets. This article explains three important planning considerations for an effective retirement income strategy.
College Saving: The Full Picture Virtual Seminar
College Saving: The Full Picture Virtual Seminar Funding a college education is much more than just reaching a savings goal. Are you taking advantage of tax-efficient strategies? Are you aware of all of the different savings vehicle options available? Have you considered how to leverage gifting and estate planning strategies? Do you know what to look for when selecting a 529 plan? Join us for an informational webinar, featuring guest speaker, Chris Stack, Esq., Managing Consultant, where we'll provide you with information and tips on all of these topics and more, to help you ensure you have a smart, holistic plan in place to fund your child or grandchild's education.
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