June 01, 2023
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
In this article, explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
May 23, 2023
How Janney Provides Simplicity and Security for Your Finances
In light of continued financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets. Read more about the specific protections Janney has in place for your account.
May 16, 2023
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The Secure Act 2.0 has several provisions designed to help you save for retirement whether you’re near retirement or just starting your first job. Read more about these changes and how they could benefit you.
May 09, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Learn more about how the insurance works, what accounts are covered, and how to increase your coverage.
May 04, 2023
The Changing Landscape of 529 Plans
Over the last few years, a number of policy changes have impacted 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 27, 2023
Estate Planning for Procrastinators
Are you procrastinating on your estate plan? Read this article for tips to get started and a few ideas that may help reduce the tax bill.
April 20, 2023
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA. Read more and learn if this strategy could be right for you.
April 12, 2023
Financial Planning: Helping You See the Big Picture
April is Financial Literacy Month. Read more about the importance of financial planning and how it can help you achieve your unique goals like owning a new home, starting a business, or retiring comfortably.
April 05, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
March 30, 2023
An Annuity Income Strategy During Volatile Markets
An annuity income strategy, where appropriate, can be a valuable component of a financial plan. Read this article to learn how these strategies could help reduce the level of risk in a portfolio and assist in stabilizing a future retirement income stream.
March 21, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
March 14, 2023
Margin Loans at Janney
A margin loan allows you to borrow against the value of securities you already own to gain access to liquidity for a variety of needs—both investment and non-investment. Read more about the benefits and risks of margin loans.
March 07, 2023
Credit Card Spending and Your Financial Plan
Used responsibly and strategically, credit cards can help manage your finances, assist with short-term cash flow needs, and facilitate the building of stronger credit. Read more about how to effectively use credit cards.
March 01, 2023
Protect Yourself From Scams Targeting Retirees
Fraud targeting the collection of personal data for identity theft is increasingly common. Review a list of the most common scams and ways to protect yourself from fraudsters.
February 21, 2023
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? Read more about the importance of financial planning and how it can help you achieve your unique goals.
