Social Security: The Choice of a Lifetime
Did you know that one in four Americans underestimate their life expectancy? You deserve peace of mind knowing that you will have sufficient income throughout your retirement. Join Steven Calandra, Vice President at Nationwide Retirement Institute, for Social Security: The Choice of a Lifetime. This presentation will help you better understand your Social Security filing options, identify the optimal filing option for you and your family, and provide context to discuss your Social Security strategy with your Financial Advisor, as part of your comprehensive retirement plan.
Tips for Leveraging 529 Education Savings Plans
With the costs of college rising as much as 5% per year, the time to start saving and planning for a child’s education is now. If you’re a parent or grandparent, a 529 plan can be a great saving’s vehicle that also offers tax advantages. Read this article for some of a 529 plan’s key benefits.
Data Security at Janney
Protecting the privacy and security of your financial and personal information is a top priority at Janney. It’s part of our mission “to be the highest standard in financial relationships.” We’ve based our comprehensive information security and privacy program on industry and international business best practices. Read this article to learn more.
College Planning Essentials
A college diploma opens the door to higher earnings soon after graduation and throughout life. College matters, and families with a plan are better prepared for the cost than those without one. Join Kris Adrian, 529 Specialist with JP Morgan Asset Management, as she presents JP Morgan’s 2022 College Planning Essentials. This presentation will provide a comprehensive guide to saving and investing for future college or higher education expenses.
BOO BOO BASKETS! The Janney office along with the Aberdeen Rotary helped this week to collect donations of medicine type items for the Harford Family House clients. The goal was to collect enough items to build 30 baskets in 30 days! These baskets will help families with basic medicine care items for everyday basic hurts and illnesses. Pictured below are Jeff Folk, Robin Tomechko and Todd Pauliny.
Bits and Bytes in Your Estate Plan
While technology has brought upon us a variety of conveniences and efficiencies, have you thought about how it could affect your financial legacy and beneficiaries? This new education article by Janney Vice President & Senior Estate Planner Mike Repak, explores the importance of having a comprehensive estate plan that considers your digital assets.
The Psychology of Investing
Why do we so often do the wrong things at the wrong time with our money? There are many different behaviors and emotions that can affect investment decisions—such as loss aversion, familiarity, and overconfidence. Discover how knowledge of investor behavior can assist with decision-making, especially during times of market uncertainty.
Investment Principles That Endure Through Any Market Condition
Investors are often bombarded by all sorts of information that can affect their decisions. That’s why it’s important to take a breath before acting on an attention-grabbing number or headline. Rather than giving in to your gut, pausing to remember the investment practices outlined in this article could save you over the long term.
What can investors expect in the New Year? While there are always variables of concern for investors, the good news is the economy seems well fortified to overcome current challenges, such as the lingering pandemic. Janney’s Chief Investment Strategist and Chief Fixed Income Strategist detail their thoughts in this in-debt special report.
Identity Theft and 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.
The Washington Update
2021 has been a record year for political and legislative turbulence, and, as an investor, it can be difficult to navigate the changing landscape of the nation's capital. Join our exclusive webinar for a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning from political and financial correspondent, Jeff Bush.
Important Planning Considerations: Insurance & Long-term Care
While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan? Read this article to better prepare for uncertainty.
Navigating Your Medicare Options
While outlasting your assets is a matter of disciplined saving and investing combined with the power of time, protecting your savings from health care costs requires you to make some careful choices based on a thorough understanding of Medicare—in particular, what it does and doesn’t cover. Read this article to learn more.