Personal Finance

Could You Live on $16,848 a Year?

Your Social Security benefit may not be enough for you to live on in retirement.



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Tips on How Women Can Overcome Investing Challenges

Welcome to Janney's newest podcast, Personal Finance and Investing, a podcast series addressing common financial questions related to a variety of personal life events and financial planning topics. In episode one of this podcast, we explore the unique financial challenges facing women investors.

Please listen and subscribe to Janney Personal Finance and Investing on Apple Podcasts, Stitcher, Google Play or wherever you stream podcasts.

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Best States to Retire…From a Tax Perspective

You spend your life working hard to build a nest egg, saving toward retirement in hopes of maintaining a comfortable lifestyle and enjoying the fruits of your labor. There are a number of things that could compromise your retirement income—some that you can control and some you cannot. One aspect of managing expenses in retirement that could impact your finances is the tax environment in the state which you will reside.

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Optimizing Tax Strategy and Charitable Giving with a Donor Advised Fund

One of the benefits of employing the use of a Donor Advised Fund (DAF) in your charitable giving strategy is that, in certain scenarios, it can be utilized to separate your tax strategy from your charitable giving strategy.

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Buying a Home Checklist

A checklist for first-time home buyers.



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Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges.



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Take Charge of Your Future: A Primer for Women Investors

Today’s female population is more educated and accomplished than ever before. By 2020, women are expected to control 2/3 of private wealth.¹ That being said, when it comes to long-term, personal financial planning, women are often still giving up their seat at the table.



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