Recent Updates

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.

Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

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.

We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott. “We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.” Read more: https://bit.ly/4cTVLiD

The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.

I can't tell you how relieved Kara and I felt after establishing our will. While it can feel uncomfortable contemplating life after you're gone, establishing a will is one of the most important parts of estate planning consideration. If you need help with estate planning, finding a trusted attorney, or any guidance along the way, please don't hesitate to reach out. This article helps you take some of the first steps.