March 21, 2023
Save the Date! Healthcare Costs in Retirement. April 18 from 5:30 - 7:00 PM at the Janney office at 1390 Ridgeview Drive, Allentown PA 18104. Attend the seminar and learn how healthcare costs can impact your retirement, what Medicare covers, what planning options you can use, and how to get a personalized estimate of your retirement healthcare costs.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 07, 2023
What You Need to Know about the Secure Act 2.0
The new Secure Act 2.0 bill has several provisions impacting IRA owners, retirement plan participants, college savers, and more. Read more about the changes and how they could affect you.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 21, 2023
New Secure 2.0 Law Makes 529 Plans Far More Attractive
Janney’s Senior Tax and Estate Planner spoke with Barron’s about how the Secure 2.0 Act could make it easier to preserve the tax-advantaged status of unused funds in 529 plans. Learn more.
January 18, 2023
Don’t Overlook This Hidden Retirement Risk
What is sequence of return risk and how can you protect your retirement income from the impact? This article explores some solutions you may consider as part of your overall financial plan.
January 17, 2023
What Happened to Asset Class Returns in 2022?
Our Investment Strategy Group reviews asset class performance in 2022 and the importance of sticking to long-term investment goals.
January 14, 2023
Markets and Elections: Could Three Be Charming Again?
Our Investment Strategy Group reviews historical market trends for the third year of a presidential cycle and what it means for investors.
January 13, 2023
Weaker Economic Momentum but Fading Inflation
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 11, 2023
Simple Safeguards from 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.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 18, 2022
What Does Housing Market Weakness Imply?
Our Investment Strategy Group provides an overview of what a weakening housing market could mean for the economy and stock market.
November 16, 2022
Don't let health & long-term care costs consume your retirement savings
Health and long-term care costs are often some of the largest expenses we face in retirement. Check out this article for tips on how to best maximize your retirement savings.
November 15, 2022
Is your portfolio in sync with your retirement withdrawal strategy?
Read this article to learn more about the advantages of synching your portfolio to specific withdrawal strategies.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
