October 01, 2024
Estate Planning for Procrastinators
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.
September 20, 2024
I recently attended our annual Teaming Summit in Philadelphia, which brought together advisors and leaders from across Janney. The event provided a valuable opportunity to connect, exchange insights, and explore new strategies for enhancing our practice and team—all with the goal of delivering even greater service to our clients.
September 12, 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 12, 2024
September Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group explores the current state of the labor market, anticipated interest rate cuts, and historical market performance in September.
September 12, 2024
What are Other Plan Sponsors Doing? Insights and Trends
Did you miss our webinar on what other businesses who sponsor a retirement plan are doing? No problem!
https://www.janney.com/videos/default-source/default-video-library/webinars/what-are-other-plan-sponsors-doing-insights-trends.mp4
September 12, 2024
The 7 smartest ways to pay for college
Are you looking to save for your children’s college education but unsure where to start? Here are seven strategies you can consider to help pay for college.
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.
September 02, 2024
Congratulations to Janney’s 2024 Values Award recipient, Jessica Lempa, Chief Compliance Officer - Investment Advisory. This recognition is given annually to a team member who personifies our values - deliver with integrity, drive for results, keep people at the center, and exceed expectations. We’re proud to have her on our team.
September 02, 2024
Generation Z: Different Values, Behaviors, and Perspectives
Gen Z is redefining financial habits with differing values, behaviors, and perspectives. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.
September 02, 2024
In celebration of Labor Day, we recognize and honor the contributions of hardworking individuals. Your dedication makes our communities thrive.
September 02, 2024
6 Tax Planning Opportunities Before the TCJA Sunsets
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider to help mitigate your possible potential tax risk.
https://tinyurl.com/yk8jjp2n
September 02, 2024
Life Insurance: It's Not Just for Income Replacement
At its core, life insurance protects your family against several potential worst-case scenarios. However, here are some alternate considerations to leverage the benefits of life insurance for individuals and families, especially those with significant wealth.
September 02, 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
September 02, 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.
August 19, 2024
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney is passionate about financial wellness and improving the quality of life for participants in retirement. Contact our team to discuss ways to design an engagement strategy aligned with your plan goals.
August 19, 2024
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
