Personal Finance

Avoid Getting Scammed

Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective.

Wondering what you can do to protect yourself against scams?

Download this checklist - then follow these simple, smart steps. Check them off as you go.

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Funding the Cost of College Checklist

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The Family Conversation on College Savings

Financial Planner, Mike Repak, discusses the evolution of family conversations on the important topic of college planning.

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College Savings Solutions: Considering Your Options

Janney’s Head of Investment Solutions, Jessica Landis, walks through both the commonly known college savings solutions and a few solutions that you may not have yet considered to help you determine the college savings strategy fit for you.

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529 Plans: A Tax-Efficient Way to Fund Your Grandchildren's Education

Tim Herrera, Janney’s Director of Mutual Funds and ETFs, explores the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

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Repaying Your Student Loans

Now that you've graduated, your loans aren't going away, and you'll want to repay them as quickly as possible. So whether you have a small sum or a small fortune to pay off, it's helpful to brush up on some student loan basics.


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Financial Aid 101

Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you'll be able to understand how the aid process works and compare the aid awards your child receives.


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Tips for Leveraging 529 Education Savings Plans

Whether you are a new parent just starting out, a grandparent who wants to make gifts to a grandchild, or somewhere in between, saving for college is the greatest contribution you can make to the future of your children.



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The 7 smartest ways to pay for college

Senior Estate Planner, Mike Repak, discusses the best strategies to fund college education
today and provides tips on how to save.



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Consider a Backdoor Roth if You Make Too Much for Roth IRA Contributions

A Roth IRA is an individual retirement account that allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59 1/2 are tax free if it has been at least five years since you first opened and contributed to your Roth IRA, regardless of your age when you opened it.

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Building a Personalized Asset Allocation

At the core of every financial plan is the asset allocation, which, at the highest level, is the optimal mix of asset classes most likely to achieve your long-term investment goals.

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Don’t Procrastinate - Establish Your Will

Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

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Women and Work: Why Salary, Benefits, and Work-Life Balance Count

As more and more women earn college degrees, change in the workplace may be inevitable. According to the National Center for Education Statistics, women now earn 57% of bachelor's degrees, 60% of master's degrees, and 52% of doctoral degrees.1



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How Women Are Different from Men, Financially Speaking

We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes.



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Paying the Bills: Potential Sources of Retirement Income

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide.



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The Overlooked Retirement Plan Tax Credits


An employer-sponsored retirement plan is a benefit provided by employers and a potential way for employees to save for retirement. But did you know that there may be additional tax filing considerations for both the participant and the company sponsoring the plan?



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Giving the Gift of an Education to the Next Generation



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A Guide to Environmental, Social, and Governance (ESG) Investing

Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline that includes many factors that make up traditional corporate best practices. Consequently, many firms that score well on ESG metrics are also solid investment opportunities.


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