Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Long-Term Care Solutions at Janney

    August 26, 2024

    Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation. Janney can help you decide which of the following coverage choices are in your best interest.

  • Leverage Your Assets with a Margin Loan

    August 26, 2024

    Convenient and useful, margin loans provide access to funds in your investment portfolio to purchase additional investments and securities or satisfy short-term financing needs.

  • Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?

    Jack Cintorino August 26, 2024

    Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”

  • Three Strategies to Navigate Market Volatility

    Martin Schamis August 8, 2024

    During market volatility, it’s crucial to have a clear strategy--one that focuses on your long-term goals and maintains a calm and informed approach.

  • Timing Is Everything: Using Annuities as a Retirement Planning Tool

    August 5, 2024

    The market return environment when you retire and throughout your life after (along with how long you live) can make a big difference in whether your retirement income plan is successful.

  • Protecting Your Business: The Importance of Insurance

    Robert Wheeler August 5, 2024

    The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino August 5, 2024

    If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.

  • Insurance Solutions at Janney

    August 5, 2024

    Janney offers a variety of insurance solutions to help meet your individual needs and preferences. It’s important to understand the key characteristics of the basic types of life insurance policies to understand which options best fit your unique circumstances.

  • 6 Tax Planning Opportunities Before the TCJA Sunsets

    July 22, 2024

    The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the individual tax code. However, it’s slated to sunset at the end of 2025. What might this mean to you as an individual taxpayer?

  • Make Long-Term Care a Part of Your Financial Plan

    Kevin Scaltrito July 22, 2024

    Many Americans underestimate the risk of outliving their financial resources in retirement, or perhaps experiencing economic hardship stemming from large, unanticipated health and long-term care costs later in life. Long-term care should be addressed as part of your financial plan so you’re prepared for what life may bring.


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