September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 05, 2024
Restructuring Your Assets to Qualify for Medicaid
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.
September 05, 2024
And They're Off
As Election Day approaches, our Investment Strategy Group examines how presidential elections have historically impacted stock market performance in the medium to long term, offering key insights and challenging common assumptions.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
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.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 19, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
There are several advantages to using 529 Plans to help fund a grandchild’s education, including:
- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.
Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.
August 12, 2024
Thoughts on Current Market Pullback
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 25, 2024
Janney Earns Great Place to Work®️ Certification
For the third consecutive year, Janney has been certified as a Great Place to Work. This prestigious recognition, only achieved by select firms, is a testament to our collaborative and people-centric culture, allowing our team members to thrive and deliver superior client service.
July 25, 2024
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
July 25, 2024
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
July 05, 2024
12 Benefits of Swimming: Weight Loss, Health, and More
Did you know an hour of swimming burns almost as many calories as running? Read more about the benefits of this low-impact, full-body physical activity.
July 05, 2024
Outlook 2024: Mid-Year Update
In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
July 01, 2024
The Seven Smartest Ways to Pay for College
Are you looking to save for your children’s college education? Here are seven strategies you can consider to help pay for college.
July 01, 2024
The Importance of “What if” Planning
It’s important to plan ahead and have a “what if” plan to help protect your assets during unexpected life events. Read more for insight on what to do if a considerable change occurs in your life.
