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.

  • Cash Balance Plans: An Overview

    October 10, 2024

    Take advantage of accelerated retirement savings and significant tax benefits by offering cash balance plans.

  • 9 Considerations for 2024 Year-End Tax Planning

    Jack Cintorino October 3, 2024

    The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

  • Beware of These Top Tax Scams When Filing Your Taxes

    September 20, 2024

    The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.

  • Optimize Wealth Transfer With Annuity Maximization

    September 20, 2024

    Annuity Maximization is a strategy that moves assets from an existing annuity to fund a life insurance policy. This can potentially increase the amount of money you leave to your heirs.

  • Financial Planning: Helping You See the Big Picture

    September 12, 2024

    Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

  • 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.


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