November 21, 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.
November 04, 2024
Retirement Planning for Women
Financial planning is a powerful tool for women to secure their future and address their unique financial needs. Check out this article for useful strategies to help women take control of their finances and plan for retirement with confidence. Read more.
November 04, 2024
Navigating your Medicare Options
Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.
November 01, 2024
Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
October 31, 2024
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
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 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 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 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 26, 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 26, 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 25, 2024
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
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.
June 11, 2024
10 Key Changes to the SECURE 2.0 Act
Several changes intended to expand individual retirement savings and incentivize employers to provide additional benefits kick in this year. Here is a list of 10 key changes to know.
